Bay Capital Advisors, LLC
Bay Capital Advisors is a Virginia based fee-only Registered Investment Advisor firm. We have modeled our firm to meet the unbiased “fiduciary standard” and believe the client’s best interest should always be at the forefront of all decisions. We provide an understanding to the complicated and impersonal world of financial planning and investing. Offering unbiased, independent advice with a high level of personal care is very important to us and builds our clients’ confidence in our decision-making and advice.
We bring a wealth of experience and education in providing our clients with advice through a multitude of services from wealth management, estate planning, and assistance in establishing charitable and family foundations and university endowments. Our firm’s advisors are Certified Financial Planner® professionals, a Certified Investment Management Analyst® professional, and possess advanced degrees in International Finance and National Security Strategy making us uniquely qualified to guide our clients during uncertain global economic times.
Building long-term personal relationships and advising our clients across multiple generations, allows the Bay Capital team to provide a level of service and commitment our clients and their families deserve. We consider ourselves part of the extended family, and work hard every day, guiding our clients toward meeting their goals. Our compassion and empathy help our clients’ families through the stages of life and assist them with planning and structuring their financial legacy.
Our clientele include retired executives, entrepreneurs, professionals and the military – both in Virginia and across the country.