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Why Choose Bay Financial Associates

At Bay Financial Associates, our advisors care about people and their plans for the future. Our job is to help our clients, their families and their businesses address their long-term financial goals by helping them seek to grow, protect, manage and transfer their wealth.

A focus on your goals

We customize our approach to each client, helping you develop a carefully crafted financial plan that can address your objectives and, in many cases, save you and your heirs from incurring avoidable taxes and other costs.

A focus on individuals and families

We can provide guidance for all aspects of your wealth management plan, including investment management and financial planning, retirement income planning, special needs planning, elder care planning, insurance and risk management.

A focus on business owners

We have particular expertise in serving business owners, as they seek to provide benefits that can help them address their own financial future and attract and retain key employees. We help you seek to maximize tax advantages and ultimately exit your business and manage your wealth. We can help you structure and manage employee compensation and benefits programs, including qualified and non-qualified retirement plans, deferred compensation and others.

Experience in multiple disciplines

We bring together a team of professional advisors on your behalf, including financial managers and specialists in Elder Care planning, Special Needs planning, life insurance and risk management. Working collaboratively, these professionals will help you develop an integrated strategy that considers your unique and sophisticated financial planning objectives, your priorities and your values.


Your interests are our primary consideration. Our independence allows us to craft a plan that works for you and to implement it by choosing from among the market's most reputable providers of financial strategies and services.

A consistent track record

The Bay Financial Associate team has been providing financial advice and services since 1951. Our experience – with many different types of clients through various market environments – gives us the perspective and knowledge to serve you effectively.

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