Who we are

BlackBear Capital is an independent Registered Investment Advisor that is dedicated to acting in your best interest at all times and to providing you and your family the tools necessary to approach your financial future with confidence. We are humbled and honored to serve in a fiduciary capacity for our clients. This responsibility is not only a legal requirement, but one that we take great pride in representing.

OUR MISSION IS SIMPLE: “to help individuals achieve their financial goals through high-quality financial planning, customized investment selections and outstanding, personalized service. We utilize our extensive knowledge to act as a reliable guide, provide you with the personal attention that you deserve, and inspire confidence knowing that we are handling your financial circumstances with care. Whether you’re a recent graduate or nearing retirement – we understand the need for a personalized plan catered to the uniqueness of each client.”

Our Values


We start every client conversation by carefully listening. A true partnership does not begin with a recommendation and end with a performance report. Our success as a firm is dependent on the success of you reaching your goals. So, we strive for a true partnership where incentives are totally aligned.


Contrary to belief, the primary differentiator amongst financial advisors isn’t competence. It’s the lack of transparency and honesty around business practices that makes all the difference. We are committed to providing clear guidance, straightforward communication, and transparent fees, so you understand the strategies we use and can feel confident that you are headed toward your goals.


We are a fee-only investment advisor. This means that we sell only our advice, and we receive no commissions or revenue sharing arrangements with third parties of any kind. We are not affiliated with any bank, broker, or other investment advisory firm. Our sole commitment is to serve you and your family or organization, and we act solely in your best interest.



We are dedicated to developing strong, lasting, and impactful relationships with our clients and providing superior client service.


Helping clients navigate life’s most important financial decisions requires an intense attention to detail and open lines of communication. We listen to our clients to understand what is truly important to them.


Successfully navigating the ever-changing financial markets requires ongoing skills development and the mastery of new strategies and technologies. We will never give up on our pursuit to better understand how we can improve the value we provide to our clients.


We are actively engaged in making a difference in our broader community through board service and volunteer opportunities. We are proud of our hometown and our state and we strive to make them a better place to live and work. Never forget your roots.