About BUIE INVESTMENT ADVISORS, LLC
BUIE INVESTMENT ADVISORS, LLC is a leading financial advisory firm with a team of highly experienced and knowledgeable financial experts. With a dedication to providing comprehensive and personalized financial solutions, BUIE has established a strong reputation in the industry.
How does the advisor help clients – Key Takeaways:
- Provides comprehensive financial solutions tailored to individual needs
- Offers personalized investment strategies and portfolio management
- Utilizes a client-centric approach to financial planning
- Emphasizes long-term financial goals and risk management
- Committed to ongoing education and staying up-to-date with industry trends
Facts and Insights
BUIE INVESTMENT ADVISORS, LLC has been in business for over 15 years, serving a diverse range of clients, including individuals, families, and businesses. The firm has a team of 10 experienced financial advisors who are committed to helping clients achieve their financial goals.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Years in Business |
|---|---|---|
| $500 million | 10 | 15+ |
Financial Services Offered
- Investment Management
- Retirement Planning
- Estate Planning
- Tax Planning
- Insurance Solutions
- College Savings Plans
- Business Planning and Consulting
- Charitable Giving
Client Types
- Individuals
- High Net Worth Individuals
- Families
- Small Businesses
- Corporate Clients
Fees & Compensation
BUIE INVESTMENT ADVISORS, LLC offers a fee-only structure, meaning they do not receive commissions for selling products. This ensures a conflict-free approach to financial planning and allows the firm to focus solely on the best interests of their clients. Fees are based on a percentage of assets under management, providing a transparent and fair compensation structure.
Background
BUIE INVESTMENT ADVISORS, LLC was founded in 2005 by financial advisor John Buie, CFP®. Prior to founding the firm, Mr. Buie gained extensive experience in the financial industry, working for several leading firms. He holds a Bachelor’s degree in Finance from a top university and has obtained several industry certifications, including the Certified Financial Planner (CFP®) designation.
Financial Advisor Disclosures to Know
As a registered investment advisory firm, BUIE INVESTMENT ADVISORS, LLC is required to disclose any potential conflicts of interest. The firm is committed to transparency and full disclosure, ensuring clients are aware of any potential risks and conflicts that may affect their investments.