A complete list of active advisors currently associated with The Bedminster Group

Warmer can help you find a great advisor at The Bedminster Group or one who fits your needs even better.

The Bedminster Group advises individuals (including high-net-worth clients) as well as pension and profit-sharing plans, trusts, estates, charitable organizations, and corporate entities. The firm provides discretionary portfolio management, general financial consulting, and retirement-plan consulting services, and can serve as an ERISA investment fiduciary when engaged by trustee-directed plans. TBG tailors investment advice and asset-allocation strategies to clients’ stated objectives, with ongoing monitoring and periodic rebalancing. Its investment process draws on a mix of methods — including fundamental, technical, cyclical, and charting analysis — and can incorporate short-term trading, option strategies, and margin where appropriate or requested by clients. Noteworthy aspects of the firm include its explicit retirement-plan capabilities (including acting as an ERISA 3(21)/3(38) investment manager and providing participant education and platform assistance) and its willingness to advise on a broad range of instruments, such as private equity, real-estate partnership interests, and return-enhanced notes. The firm treats cash and cash equivalents as a deliberate component of client allocations for defensive and liquidity purposes, and it generally leaves proxy voting to clients rather than voting on their behalf.

To learn more about the advisors currently working at The Bedminster Group, 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.

Name	Location	Years of experience
Eugene Balerna Jr.	Bluffton, SC	26
Marc Johnston	Bluffton, SC	27

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev

Find the right match for you

Answer a few quick questions and we'll tailor results to your goals, so you can hire smarter.

Find your advisor

A smarter way to hire an advisor Warmer combines best-in-class advisor data with guidance to help you clarify what you need, understand why an advisor may — or may not — fit, and move forward with confidence. Show more

Compare and choose confidently

Warmer combines best-in-class advisor data with guidance to help you clarify what you need, understand why an advisor may — or may not — fit, and move forward with confidence.

How Warmer works

Thoughtfully vetted, clearly explained Get to know your advisors' credentials, history, specialization, client fit, and communication style. We're selective about who we recommend — and tell you why we think someone fits your situation. Show more

We review transparently

Get to know your advisors' credentials, history, specialization, client fit, and communication style. We're selective about who we recommend — and tell you why we think someone fits your situation.

Our methodology

Always free and always on your side We help you book free consultations with your matches. You only pay an advisor if you decide to hire them. And our support doesn't end with an introduction — we're here to make sure the relationship works for you. Show more

Free. Confidence that lasts

We help you book free consultations with your matches. You only pay an advisor if you decide to hire them. And our support doesn't end with an introduction — we're here to make sure the relationship works for you.

Our ongoing support