Bains, Tonya R

Overview

Tonya R. Bains operates a small, individual advisory practice focused on delivering financial planning and portfolio management to individuals and small businesses. The advisory posture is equity-forward: exchange-traded equities are the dominant exposure and the firm expresses a clear preference for equity allocations. Advisory work is delivered alongside brokerage activities in real estate and insurance, which informs how the firm sources and structures client solutions — particularly when clients need annuities, insurance-linked products or property-related investments. Fee arrangements are flexible and include percentage-of-AUM billing as well as hourly and fixed-fee engagements.

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Location & Offices