Financial guidance anchored in Biblical wisdom, grounded by a stewardship mindset, and focused on the impact you want to make on the world.
For over 20 years, our team of trusted experts have provided a tailored, relevant approach that begins with defining your values and purpose, then moves into managing your finances with clarity and intentionality.
At Bare Wealth Advisors, we believe in extravagant generosity, the kind of giving that shifts the culture for good. In order to get there, we direct and manage your finances, providing clear vision, godly direction, and integrated support. Then we take it a step further. We help capture your story and preserve it for future generations. With an eye toward passing along wisdom gained through experience, as well as financial resources, we invite intergenerational connection and foster relationships based on solid stewardship principles.
Our Guiding Principles
Explore your purpose, be empowered, and make a difference
Welcoming
The needs of those we serve come first. We look for ways to connect to you personally, fostering an authentic partnership.
Purpose
We explore your priorities through listening, asking questions, and discerning. We equip you to make decisions that adhere to your values. We affirm and encourage you as you take active steps toward advancing the work of God’s Kingdom.
Vision
We deliberately encourage faithfully tending your resources in a way that brings clarity, embraces stewardship, and leans into extravagant generosity. We know your finances can make a difference in the world.
Partnership
We are partners working alongside you. We don’t just provide a service, we engage with you to design a life that aligns with God’s greater purposes.
Excellence
We go above and beyond to serve you well by staying current, cultivating our expertise, and operating with integrity.
Meet Our Team
Ron Bare, CFP® BFA™ CKA®
Founder, CEO
Curtis Burkholder, BFA™ CKA® CAP®
CCO, Sr. Wealth Advisor
Ryan Kurtz, CKA®
Sr. Wealth Advisor, Advisor Development
Lamar King, CAP®
Sr. Wealth Advisor, Director of Relationship Development
Jim Wahlberg, CKA®
Insurance and Wealth Advisor
Alex Costa, CKA®
Wealth Advisor
Adam Black, CFP®
Wealth Advisor
Faith Bare
Sr. Client Service Associate
David Denlinger
Wealth Advisor Assistant & Medicare Insurance
Tina Bare
Marketing & Human Resources
Heather Waryga
Operations Assistant
Amy Lapp
Hospitality Administrative Assistant
Elise Parker
Wealth Advisor Assistant & Relationship Development
Tina Petersheim
Executive Assistant
Ethan Bell
Wealth Advisor Assistant
Lindsay Johnson
Client Service Associate