A complete list of active advisors currently associated with 114th Financial LC

Warmer can help you find a great advisor at 114th Financial LC or one who fits your needs even better.

114th Financial provides financial planning, investment management, bookkeeping, and tax preparation to individuals, high‑net‑worth clients, and families, and it offers targeted planning services for mental‑health therapists and other business owners. Its ongoing planning package includes monthly cash‑flow reviews, an annual financial plan, an annual investment education session, and an annual tax plan. The firm follows a passive, allocation‑driven investment approach built with index mutual funds and ETFs, emphasizing strategic asset allocation, periodic rebalancing, and avoidance of market timing. It operates on a non‑discretionary basis, integrates behavioral education into its planning work, and excludes higher‑risk ETF categories such as leveraged, inverse, or cryptocurrency ETFs. A distinguishing feature is that the firm’s principal is a licensed Certified Public Accountant and the firm combines tax preparation and bookkeeping with its advisory services — an affiliation that is uncommon among independent advisors. The firm is a very small, recently established solo practice, reporting seven clients and no discretionary or non‑discretionary assets under management as of Feb 10, 2025.

To learn more about the advisors currently working at 114th Financial LC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.