BEARING FINANCIAL ADVISORS, LLC

Overview

Bearing Financial Advisors, LLC is an independent, limited liability wealth advisory firm that focuses on individual and family clients. The firm combines financial planning and portfolio management for individuals and small businesses with insurance brokerage services. Its fee arrangements are mixed: percentage of assets under management, hourly charges and fixed fees are all used depending on the engagement. The adviser is not a capital allocator or pension consultant, and it does not describe itself as an ESG investor or a multi-state adviser in the supplied data. Services center on one-on-one planning and investment management rather than institutional or family-office mandates.

Assets & Accounts

Public Holdings

Investments & Alternatives