BLDR Wealth LLC

BLDR Wealth provides discretionary investment management, comprehensive financial planning (both ongoing and standalone engagements), and retirement-plan advisory services to individuals, trusts, estates, and corporate clients. The firm constructs portfolios using ETFs, individual stocks and bonds, and may incorporate options, alternative investments, REITs, or structured products as appropriate while also recommending unaffiliated independent managers for portions of client portfolios.

The firm’s investment process is grounded in fundamental analysis with a predominantly long-term orientation, although positions may be traded shorter term for rebalancing, tax management, or changing market conditions. BLDR Wealth monitors accounts continuously, implements client strategies on a discretionary basis, and executes trades on an account-by-account basis rather than aggregating across accounts.

Noteworthy features include a principal who provides tax and accounting services through a separate business and dedicates a substantial portion of time to that practice, which the firm may coordinate with its financial planning work (these services are offered under separate engagements). The firm’s small scale — two advisers, a limited client roster and roughly $5.6 million in assets under management — combined with subscription-style and standalone planning offerings and 3(21) retirement-plan services, differentiates its service mix from many peers.