A complete list of active advisors currently associated with Smarter Bear Financial Advisory

Warmer can help you find a great advisor at Smarter Bear Financial Advisory or one who fits your needs even better.

Smarter Bear Financial Advisory provides Financial Life Planning and investment advising to individuals, trusts, and estates, with services that include comprehensive financial planning, retirement and estate planning, and portfolio management. The firm positions its work around personalized plans for clients who have complex asset situations such as pensions, private company stock, tangible non‑security assets, or ownership stakes in businesses. The firm uses an asset‑allocation framework that explicitly incorporates non‑public and non‑securities assets alongside publicly traded securities, and offers both written financial plans and ongoing investment advising. Smarter Bear typically operates on a largely non‑discretionary basis—obtaining limited trading authority rather than broad discretionary control—and provides quarterly performance reports and at least annual in‑person reviews. Smarter Bear’s principals are former senior executives in the high‑technology sector who also hold CFP credentials, and the brochure emphasizes serving clients with private‑company and other nonstandard asset considerations. The Form ADV notes the firm’s use of client testimonials in advertising and reports under $50 million in assets under management with a relatively small client roster, practices that are less common among similarly supported advisers.

To learn more about the advisors currently working at Smarter Bear Financial Advisory, 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.