A complete list of active advisors currently associated with Joel Busboom Financial, LLC

Warmer can help you find a great advisor at Joel Busboom Financial, LLC or one who fits your needs even better.

The firm provides portfolio management and financial planning to individual and high-net-worth clients, offering both project-based and ongoing comprehensive planning alongside investment management and access to third-party managers. It also conducts educational seminars and speaking engagements that are described in the brochure as purely educational and not individualized investment advice. The firm’s investment process is based on fundamental analysis and the creation of individualized investment policies and asset allocation targets developed through personal discussions with clients, with the option for clients to impose written restrictions. Most accounts are managed on a non-discretionary basis—the firm reports $0 discretionary and $11,829,573 non-discretionary AUM—and client approval is required before transactions; the firm also sponsors a wrap-fee program and may use TAMPs for portfolio implementation. Compared with peers, the firm combines a small client base (13 clients) and roughly $11.7 million in AUM with practices that are uncommon among independent advisers: sponsoring a wrap fee program, predominately non-discretionary assets, and offering public educational seminars. The firm also bundles ongoing financial planning with investment management and documents its use of TAMPs and wrap arrangements in its Form ADV.

To learn more about the advisors currently working at Joel Busboom Financial, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.