BRAVE Family Advisors

Financial planner in Tiverton, RI (show on map)

Independent investment advisory firm with expertise from Wall Street, focusing on personal financial well-being.

About

BRAVE Family Advisors is an independent investment advisory firm founded in 1992 by Brett Haire and Dave Bunting, who previously worked together at First Boston Corporation. The firm provides advice on investment management, retirement savings, and financial planning to individuals, families, businesses, and institutions.

With offices in Summit, NJ and Tiverton, RI, BRAVE manages over $600 million in assets and emphasizes building trust-based relationships, disciplined investing, and comprehensive financial well-being beyond just investing.

Independent investment advisory firm

Deep expertise from Wall Street experience

Focus on personal financial well-being

Comprehensive wealth management and family office services

Disciplined investing approach combining passive and active strategies

Services

Investment Management

Combines passive and active investment strategies to achieve superior after-tax returns.

Passive and active investment approach Low-cost index and target-date funds Individual stocks and ETFs for diversification

Wealth Management and Family Office Services

Comprehensive oversight and management of family wealth beyond investing.

Portfolio management Alternative investment evaluation 529 education savings accounts Rule 144 stock sale programs Financial planning Trust & estate planning Tax coordination Insurance coordination Private investments monitoring Borrowing needs coordination Document depository Family communications facilitation Career assistance Philanthropy planning

Company Retirement Plans

Acts as an investment consultant for companies to implement or improve retirement plans.

Investment consulting for 401(k) plans Core diversified offerings of low-cost index and target-date funds Plan design to maximize earnings deferral Partnership with high-quality, low-cost service providers Potential fee reduction of up to 40%

Credentials & Certifications

CFA

CFP®

Frequently Asked Questions

What is BRAVE Family Advisors' investment approach? +

BRAVE Family Advisors combines passive and active investment strategies to achieve superior after-tax returns, using a default allocation of 75% U.S. stocks, 20% international stocks, and 5% commodities, with a mix of individual stocks and ETFs.

What services does BRAVE Family Advisors offer beyond investment management? +

BRAVE Family Advisors offers comprehensive wealth management and family office services, including financial planning, trust & estate planning, tax coordination, insurance coordination, private investments monitoring, borrowing needs coordination, document depository, family communications facilitation, career assistance, and philanthropy planning.

How does BRAVE Family Advisors assist with retirement plans? +

BRAVE Family Advisors acts as an investment consultant for companies, helping implement or improve retirement plans with a focus on strong investment performance, appropriate plan design, and cost-effective solutions, often reducing fees by up to 40%.

What is the origin of the firm's name? +

The name BRAVE is an abbreviation of Brett and Dave, the firm's co-founders, and does not reflect a specific investing style or mindset.

Who are the key people at BRAVE Family Advisors? +

Key personnel include Brett Haire, Jr. (Co-Founder), Scott Morrison (President and Chief Investment Officer), Dave Bunting (Vice Chairman), Jamie P. Haire (Chief Financial and Compliance Officer), Suzie Montero (Vice President of Client Services), Yiorgos Georgeson (Senior Analyst), Pete Van Alstyne (Business Development), Angie Ramos (Client Service Associate), and Will Swart (Analyst).

What is the firm's founding year and years in business? +

BRAVE Family Advisors was founded in 1992 and has been in business for 33 years.