Founded in 1989, BTA Investment Advisors, LLC is an independent, fee-only Registered Investment Advisor (RIA) based in Amherst, Massachusetts. The firm acts as a fiduciary, offering objective and personalized financial guidance to individuals, families, and institutions. Their core services include discretionary investment management and holistic financial planning, covering areas such as retirement planning, estate planning, and tax strategies to help clients achieve their long-term financial goals.

Founded in

United States