Buoyant Wealth

Buoyant Wealth is a small, state‑registered independent advisory firm serving about 30 clients and managing roughly $24.6 million in client assets. The firm offers individualized portfolio management, comprehensive and fixed‑fee financial planning, employee benefit plan services (including pension consulting and participant education), and periodic educational seminars and speaking engagements.

The firm generally implements a passive, fundamental‑analysis approach using low‑cost mutual funds and ETFs and may recommend or use third‑party outside managers or platforms to manage client accounts. Historically Buoyant Wealth reported the bulk of its assets as managed on a non‑discretionary basis (requiring client consent for trading), though its disclosures indicate it now also offers discretionary authority and continues to tailor portfolios through ongoing planning and outside‑manager relationships.

Notable features that differentiate the firm from many single‑advisor independents include the predominance of non‑discretionary assets as of year‑end 2025, the principal’s maintained insurance licenses (used for client discussions but not for active insurance sales), and a structured offering of pension consulting and public seminars — services that are relatively uncommon among peers of this size. The advisor’s involvement in academia and recent retirement‑planning credentialing (e.g., RICP) are additional, less common characteristics for a firm of this scale.