Buff Your Finances

Overview

Buff Your Finances is an independent, individual-owned registered investment adviser operating as a limited liability company that serves individuals and families. The firm offers financial planning and portfolio management for individuals and small businesses, and it provides educational seminars and workshops. It also performs manager selection, acting in a capital allocator role when it sources outside advisers or managers. Fee arrangements include percentage-of-assets, hourly charges, and fixed-fee engagements. The adviser is not positioned as an ESG investor, is not reported as a multi-state adviser, and does not identify as a pension consultant or related adviser in the filing.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices