We have been proudly serving clients as a fee-only fiduciary since our founding in 1991.

Investment Management

We start by listening. We get to know you, who you are and what is important to you. From there, we analyze and design portfolios that are specific to your needs. We are proud to offer a broad inventory of investment strategies, and often use these in tandem...

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Financial Planning

It is not possible to accurately predict the future – which is why it is so important to plan as best you can. A financial plan is both a guide and a map that should be revisited over time to assess what is working and what is not...

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Career/Life Coaching

The questions of investing and financial planning are inherent in career development as well: What's working? What's not?
What’s next? We believe that your career should be considered one of your most important...

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What is Relevant About the New Tax Law? Part 5: STATE & LOCAL TAXES, MISCELLANEOUS EXPENSES
August 24, 2018

One of the biggest changes resulting from the new tax law signed in December 2017 is a severe limit imposed …Read More


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What is Relevant About the New Tax Law? Part 4: MORTGAGE INTEREST
July 25, 2018

Under the new tax law effective in 2018, can you claim your home mortgage interest as a deduction? Would you …Read More


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Predicting vs. Planning
March 5, 2019

Right on the heels of all the “Happy New Year” greetings in January come the inevitable predictions about the future on just about every topic …Read More


Market Analysis

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Best Quarter for U.S. Stocks Since 2009
April 5, 2019 The breadth of the U.S. stock market gain in the first quarter of 2019 caused all sectors of the …Read More

Video

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Flexibility Moves the Market Upwards
April 8, 2019 The U.S. stock market is celebrating its best start to a new year since 1987. Join Bell Investment …Read More

Publication

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Middle Retirement Planning
April 17, 2019 If you read financial planning textbooks, you might be left with the impression that people report …Read More

Latest News

Schwab Phishing Attempt Reported

Bell received notification from our custodian, Charles Schwab, of a text message-based phishing attempt imitating Schwab. The phishing attempt appears to have been sent to a random set of phone numbers, not necessarily clients of Schwab or Bell Investment Advisors. The phishing attempt was conveyed through text messages appearing to come from Schwab, but in …Read More

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