Who We Are

Who We Are
Bates Financial Advisors, Inc. is one of the oldest and most experienced financial planning firms in the area. Our founder, George E. Bates, brings over 50 years of experience and expertise in the financial planning and investments industry.

Helping our clients achieve their financial goals, such as their desired retirement income, leaving an estate for their family or favorite charity, minimizing their income taxes, or realizing their life’s dreams, are of the utmost importance to us.We focus on building a trusting relationship with our clients and seek to provide for them disciplined, innovative, and forward thinking investment strategies that are consistent with our investment beliefs.
Securities through Bates Securities, Inc., member FINRA and SIPC. Advisory services through Bates Financial Advisors, Inc., an SEC Registered Investment Adviser. Past performance is not indicative of future results. All investing involves risk of loss, including loss of some or all principal invested.  Speak to your tax and/or financial professional prior to investing. Bates Securities, Inc. and Bates Financial Advisors, Inc. are affiliated through common control and ownership.