A complete list of active advisors currently associated with 4Square Advisory Services, Inc.

Warmer can help you find a great advisor at 4Square Advisory Services, Inc. or one who fits your needs even better.

4square Advisory Services is an independent, single‑advisor registered investment adviser that provides ongoing portfolio management and financial planning to individual and high‑net‑worth clients. Services include creation of written Investment Policy Statements and financial plans addressing investments, tax concerns, retirement, insurance and college planning. The firm relies on fundamental analysis and employs both long‑ and short‑term trading, typically seeking discretionary authority to implement model or custom portfolios for clients. It uses Altruist’s Model Marketplace and custodian services to access model portfolios and tax management tools and limits its advice primarily to mutual funds, ETFs, fixed income, REITs and annuities. Noteworthy features in the brochure include an accounting affiliation: the firm’s principal maintains accounting and tax‑instruction activities and may offer related tax advice or products to clients. The firm also notes it works with corporate/business clients and with tax‑exempt or charitable organizations (including offering reduced or no‑fee services to some tax‑exempt clients) and may absorb or pass through Model Marketplace fees, practices that are less common among solo independent advisers.

To learn more about the advisors currently working at 4Square Advisory Services, Inc., 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.