Bayview Financial Planning

Overview

Bayview Financial Planning is a small, independent registered investment adviser that focuses on financial planning and portfolio management for individual and family clients. The firm favors equity-centered portfolios and is an active ESG investor, integrating environmental, social and governance criteria into its security selection and manager choices where appropriate. As a capital allocator, Bayview will select other advisers and third‑party managers for clients when a strategy calls for specialized expertise outside the firm’s in‑house capabilities. Service delivery covers traditional financial planning, portfolio management for individuals and small businesses, and educational seminars or workshops. Fee arrangements are flexible: Bayview charges a percentage of assets under management and also offers hourly and fixed‑fee engagements. That mix supports both ongoing advisory relationships and one‑time or project‑based planning work.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices