Who We Serve

Our goal is to help people make good financial decisions with what they have to manage. With that being said there are three components of a good relationship for Bare Wealth Advisors:

Shared values

It is best for our clients to view money as a tool that can be used to make a positive impact in our lives and those around us.

Financially qualified

We charge financial planning fees and investment management fees and we hope to provide value to every relationship. Our clients should have some level of need for advice that warrants the fees that are charged.


Our clients are interested in a long-term relationship with a trusted advisor.

Keep in mind our first meeting is always complimentary as we explore together if a relationship makes sense for you and us.