Bare Wealth Advisors

David Denlinger is a financial advisor at Bare Wealth Advisors with two years of industry experience. He holds a Series 65 credential and previously worked at Securities America, Inc. from 2021 to 2022. Outside of his advisory role, he co-manages two short-term rental properties with his wife. Bare Wealth Advisors serves individuals, trusts, retirement plans, and business entities by providing asset management, comprehensive portfolio management, financial planning, and retirement-plan consulting. The firm uses a disciplined, tailored investment approach incorporating multiple analysis methods and sub-advisors, including values-based model options.

James Wahlberg is an Investment Advisor Representative at Bare Wealth Advisors with seven years of industry experience. He previously worked at Landis Financial Advisors for ten years before joining the Bare Wealth Advisors team. Wahlberg is also involved in his community as a church deacon and volunteer at Millersville Bible Church. Bare Wealth Advisors serves individuals, trusts, retirement plans, and business entities by providing asset management, comprehensive portfolio management, financial planning, and retirement-plan consulting. The firm employs a disciplined, tailored investment approach that includes asset allocation, fundamental and quantitative analysis, and ongoing portfolio monitoring, with options for values-based models and discretionary account management.

Kurtis Eby is a financial advisor at Bare Wealth Advisors with one year of industry experience. He previously worked at Univest Bank and Trust for seven years and spent two years in full-time education. Bare Wealth Advisors serves individuals, trusts, retirement plans, and business entities with asset management, portfolio management, financial planning, and retirement-plan consulting. The firm uses a disciplined, tailored approach incorporating multiple analysis methods and offers values-based investment options through sub-advisors.

Alexandre Costa is an Investment Advisory Representative at Bare Wealth Advisors with 17 years of industry experience. Before joining Bare Wealth Advisors, he worked at Vanguard Advisors, Inc. and Vanguard Marketing Corporation. He serves as a board member of his homeowners' association, where he is involved in community decision-making. Bare Wealth Advisors serves individuals, trusts, retirement plans, and business entities with asset management, comprehensive portfolio management, financial planning, and retirement-plan consulting. The firm employs a disciplined, tailored investment approach that includes asset allocation, duration management, and multiple analysis methods, and offers values-based model options through sub-advisors.

Adam Black is a CFP® and holds a Series 66 license with four years of industry experience. He is currently with Bare Wealth Advisors, where he has been an investment advisor representative since 2023. His prior roles include positions at The Carlisle Group and Lititz Mutual Insurance Company. Bare Wealth Advisors serves individuals, trusts, retirement plans, and business entities by providing asset management, comprehensive portfolio management, financial planning, and retirement-plan consulting. The firm uses a tailored investment approach that incorporates multiple analysis methods and sub-advisor strategies, including values-based model options.

Ryan Kurtz is a financial advisor with Bare Wealth Advisors in Gap, PA, holding Series 63 and Series 65 licenses and 15 years of industry experience. He has worked with Bare Wealth Advisors and its predecessor entities since 2015 and previously worked at Cornerstone Drywall Co. for over a decade. Outside of his advisory role, he is involved in raising and selling puppies. Bare Wealth Advisors serves individuals, trusts, retirement plans, and business entities with comprehensive portfolio management and financial planning. The firm employs a disciplined, tailored investment approach, utilizing a range of securities and sub-advisors to implement client-specific portfolios.

Clair King is a Series 66 licensed financial advisor with seven years of industry experience. She is currently with Bare Wealth Advisors and previously worked at Fulton Financial Corp for ten years. Outside of her advisory role, King volunteers with Millersville Bible Church and serves on the board of the Pennsylvania Agriculture Business Development Center. Bare Wealth Advisors serves individuals, trusts, retirement plans, and business entities with comprehensive portfolio management and financial planning. The firm employs a disciplined, tailored investment approach and offers values-based model options through sub-advisors.

Curtis Burkholder is an investment advisor representative with Bare Wealth Advisors, holding a Series 66 designation and 19 years of industry experience. He has been with the Bare Wealth Advisors team and its predecessor entities since 2005. Outside of his advisory role, he volunteers in his local church leading small group discussions and serves on the governance board of YWAM Lancaster. Bare Wealth Advisors serves individuals, trusts, retirement plans, and business entities by providing comprehensive portfolio management, financial planning, and retirement-plan consulting. The firm employs a disciplined, tailored investment approach and offers values-based model options through sub-advisors, including EverSource, LLC.

Ronald Bare is a CFP® with 29 years of experience in financial advising and is affiliated with Bare Wealth Advisors, where he has worked since 2002 through various firm entities. He also manages Bare Family Farm, a family crop and poultry operation, and serves on the board and finance committee of his local church. Additionally, he participates in charitable giving advisory committees, including the National Christian Foundation Generosity Council. Bare Wealth Advisors serves individuals, trusts, retirement plans, and business entities with customized portfolio management, financial planning, and retirement-plan consulting. The firm employs a disciplined, tailored investment approach incorporating multiple analysis methods and offers values-based model options through sub-advisors.