A complete list of active advisors currently associated with Three Bearings Fiduciary Advisors, Inc.

Warmer can help you find a great advisor at Three Bearings Fiduciary Advisors, Inc. or one who fits your needs even better.

Three Bearings Fiduciary Advisors provides personalized, fee-only financial planning and discretionary investment management to individuals, high-net-worth clients, trusts, estates, charitable organizations, municipalities, and small businesses. Services described in the firm brochure include comprehensive financial planning, ongoing asset management, tax preparation services included in certain engagements, and implementation of investment strategies through custodial accounts. The firm’s investment approach centers on strategic asset allocation using a core-satellite model—primarily passively managed index funds and ETFs with selectively added active managers—and written Investment Policy Statements tailored to each client. Three Bearings accepts limited discretionary trading authority, conducts periodic and event-driven reviews, and delivers quarterly report packages that include portfolio- and security-level performance while maintaining a fiduciary, non–performance-fee compensation structure. What is distinctive for this firm relative to many peers is the breadth of ancillary services and client types: it offers municipal investment management and bookkeeping arrangements for trustees and libraries (including fixed-fee options for smaller trust funds), provides held-away account services for 401(k)s, 529s and annuity contracts, and integrates tax return preparation into comprehensive engagements. The firm also emphasizes detailed performance reporting to clients (via quarterly reports) and operates as a strictly fee-only advisor that does not accept commissions or sell financial products.

To learn more about the advisors currently working at Three Bearings Fiduciary Advisors, Inc., 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
David Mayes	Hampton, NH	21
Zachary Zwick	Hampton, NH	7

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