A complete list of active advisors currently associated with 626 Financial, LLC

Warmer can help you find a great advisor at 626 Financial, LLC or one who fits your needs even better.

626 Financial provides wealth management, financial planning, and retirement plan advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm offers discretionary portfolio management that can include ETFs, diversified mutual funds, individual equities and bonds, options, REITs, and alternative investments as part of comprehensive planning and ongoing client support. The firm’s investment process is primarily long-term and grounded in both fundamental and technical analysis, with portfolios tailored to client goals, risk tolerance, and tax considerations; positions are typically held over time but may be traded for rebalancing or to meet client needs. Notably, 626 Financial discloses the use of derivatives and the ability to employ borrowing (margin) in separately managed accounts, and it may retain or recommend shorter-term positions or legacy holdings when appropriate. What differentiates the firm among peers is that it sponsors a wrap fee program and serves as program sponsor/portfolio manager on a third-party platform, and it maintains institutional relationships with major custodians to access platform services. The firm also has affiliated entities that provide access to private investments and a charitable foundation, which it may recommend to clients (with related conflicts disclosed); as of year-end reporting it managed roughly $379.6 million across a small team serving a few hundred client relationships.

To learn more about the advisors currently working at 626 Financial, LLC, 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.