Welcome to BAS Financial, where I help business owners and high-income professionals gain financial clarity, build long-term wealth, and secure their future. As a financial advisor who can provide services held to a fiduciary standard, my mission is to provide objective, strategic financial guidance tailored to your unique needs—whether you're planning for retirement, optimizing your investments, or transitioning your business.

With years of experience in private wealth management, I specialize in working with business owners, medical and dental professionals, and individuals navigating complex financial decisions. If you're searching for a financial advisor near me who prioritizes transparency, education, and long-term success, you've come to the right place.

✔ Fiduciary Commitment – While providing financial planning and wealth advisory services, my advice is always in your best interest as I am held to a fiduciary standard, with a focus on helping you achieve financial security and long-term success.

✔ Business Owner Experience – I understand the challenges of balancing business growth with personal financial security, including exit planning, retirement strategies, and investment management.

✔ Multi-Meeting Approach – Financial planning isn’t one-size-fits-all. I take the time to understand your goals and craft a personalized strategy that evolves with you.

✔ Local & Virtual Support – Whether you're looking for a financial advisor near me or prefer virtual consultations, I’m here to help.

Many of my clients are:
✅ Business Owners – Seeking tax-efficient investment strategies, retirement planning, and succession planning.
✅ Medical & Dental Professionals – Managing high income, student loans, and wealth-building strategies.
✅ Families & High Earners – Planning for long-term security, legacy planning, and private wealth management.

As a financial advisor, my role is to simplify the complex and empower you to make informed financial decisions with confidence.