A complete list of active advisors currently associated with Belay Finance
Warmer can help you find a great advisor at Belay Finance or one who fits your needs even better.
Belay Finance provides financial planning and consulting services to individuals and high‑net‑worth clients and conducts public seminars and workshops on investment topics. The firm does not manage client assets or sponsor wrap-fee programs and delivers written plans and consultation services rather than discretionary portfolio management. Advice is delivered through comprehensive financial plans and targeted consultation engagements that incorporate cash‑flow analysis, investment planning, tax considerations, risk management, and estate planning; plans are updated on request and reviewed at least annually. Engagements are billed on an hourly or fixed‑fee basis rather than through percentage‑of‑assets‑under‑management fees that many investment managers use. Distinctive elements include the firm’s regular educational seminars and workshops offered to the public at no charge, its reliance on hourly/fixed planning fees instead of AUM‑based compensation, and a sole‑owner structure with an affiliated publishing/consulting business. The ADV shows an initial filing in 2025 and no disclosureable disciplinary history, which together with its service model sets it apart from many peers that primarily manage pooled or institutional assets.
To learn more about the advisors currently working at Belay Finance, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Montgomery, OH
| 1
|
Not sure where to start?
We'll help you think it through — whether you ultimately need an advisor or not.
Warmer helps you compare advisors clearly — so you can choose with confidence.
Compare top advisor firms by metric, firm size, and location.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")