For centuries, lighthouses have served as navigation aids to sailors—guiding them to safe harbors. As lighthouses remain symbolic monuments representing safety and guidance, Bearing Financial Advisors, LLC was founded on the principle that forward movement by itself can be useless if it’s not going in the proper direction.
Like sailors and ship captains, we stand ready to adjust your financial bearings when needed. By understanding where our clients are in life and what their priorities are, we’re able to provide the financial direction to help them reach their goals for the future.
Today’s economic environment presents many challenges. But along with these challenges comes opportunities and potential rewards for those who can identify long-term trends.
Whether you’re facing retirement—or looking to better understand certain investment ideas—we can help you address your most pressing financial questions.
Consolidated Account Reporting
As independent advisors, we have the flexibility to tailor services to meet the specific objectives of each individual client. This independence is crucial to putting our clients’ best interests first, while providing them an unbiased, purposeful approach to managing their financial assets.
With an institutional level of expertise earned by working with some of the most talented people on Wall Street, we offer our clients access to a depth of knowledge equal to what’s available to large institutional clients. Over 30 years’ experience in banking, finance and investments gives us the know-how to serve a diverse client base of individuals, families and businesses.
You stand at the helm of your ship. We’ll help you navigate.