Overwhelmed by options?
Answer a few questions to see advisors matched to you.
Find a financial advisor
Based on your filters
Simon R
CFA®
Tampa, FL
Homestead Financial Partners
Simon Rosenberg is a CFA® charterholder with 17 years of experience in the financial industry. He is the sole advisor at Homestead Financial Partners and has previously worked at Snow Capital Management, Sabal Trust, and HCI Group, Inc. Rosenberg is also an investor in Allegheny BC Two, a company that owns several apartment complexes. Homestead Financial Partners provides asset management and financial planning services to individual and high-net-worth clients, focusing on a value-oriented investment approach that emphasizes dividend yield and growth, combined with a mix of fixed income to meet client objectives. The firm integrates a tax-aware perspective, supported by its managing member’s CPA license, and offers portfolio management tailored to each client’s risk tolerance and circumstances.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")
Finding advisors...
Find a financial advisor
Based on your filters