Bassett Financial Advisors

At Bassett Financial Advisors, we understand that navigating the complex world of finance can be overwhelming. That's why we're dedicated to providing personalized financial planning and investment management services to help you achieve your goals. Our team is committed to simplifying your financial life, providing you with the guidance and expertise you need to make informed decisions about your financial future.

Our History

Founded by Marty Bassett, CFP, our firm is built on the principles of integrity, trust, and expertise. With over 30 years of experience in the financial services industry, Marty has dedicated his career to helping individuals, families, and businesses achieve their financial goals. His passion for empowering others to take control of their financial futures is reflected in every aspect of our practice.

Our Philosophy

Our mantra is simple: Organize, Analyze, and Plan. We take the time to understand your unique financial situation, goals, and values, and use this information to create a customized financial plan that aligns with your aspirations. We believe that financial planning is a journey, not a one-time event, and we're committed to being there for you every step of the way.

Our Services

At Bassett Financial Advisors, we offer a range of services designed to help you achieve your financial goals. From financial planning and investment management to insurance and estate planning, we've got you covered. Our services include:

• Financial Planning: We'll work with you to create a comprehensive financial plan that addresses your unique goals, risk tolerance, and financial situation.
• Portfolio Management: Our team of experienced professionals will work with you to create and manage a customized investment portfolio that aligns with your financial goals.
• Insurance and Estate Planning: We'll help you navigate the complexities of insurance and estate planning, ensuring that your loved ones are protected and your financial future is secure.

What Sets Us Apart

At Bassett Financial Advisors, we pride ourselves on our commitment to service excellence. We take the time to get to know our clients, understanding their unique financial situations and goals. Our team is dedicated to providing personalized service that is tailored to your specific needs.

Meet Our Team

At Bassett Financial Advisors, we're proud to have a team of experienced professionals who are dedicated to helping you achieve your financial goals. Led by Marty Bassett, our team is committed to providing exceptional service and sound financial advice.