A complete list of active advisors currently associated with Wesley Owen Bales Investment Advisory Service

Warmer can help you find a great advisor at Wesley Owen Bales Investment Advisory Service or one who fits your needs even better.

Wesley Owen Bales Investment Advisory Services Inc. provides fee‑only investment advisory and portfolio management primarily to individual and high‑net‑worth clients, offering tailored discretionary and non‑discretionary services to meet client objectives. The firm is a solo practice established in 2000 and states it does not impose a firmwide account minimum. The adviser uses a blend of fundamental, technical and cyclical analysis and implements both long‑term and short‑term strategies, including margin transactions and option writing. For aggressive accounts the firm typically pursues concentrated equity positions, while more conservative accounts use taxable and tax‑free bonds to address after‑tax return objectives. Noteworthy features for a small, single‑adviser firm include the explicit use of margin and uncovered option strategies and a stated emphasis on concentration rather than trading, practices that can increase portfolio risk relative to more diversified peers. The firm manages roughly $31.6 million across about 38 clients, participates in the Schwab Institutional program for custody and services, and does not vote client proxies (clients receive proxy materials directly).

To learn more about the advisors currently working at Wesley Owen Bales Investment Advisory Service, 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.