A complete list of active advisors currently associated with Above & Beyond Investments, LLC
Warmer can help you find a great advisor at Above & Beyond Investments, LLC or one who fits your needs even better.
The firm is a single‑advisor independent investment advisory practice that provides discretionary and non‑discretionary portfolio management, comprehensive financial planning, and qualified plan consulting to individuals, small businesses, trusts, estates and charitable organizations. It also helps clients access third‑party managers and co‑advisor programs when appropriate to implement investment strategies. Investment advice is tailored to each client’s stated goals, time horizon and risk tolerance, with fundamental analysis and a mix of long‑ and short‑term strategies used depending on client objectives; the firm will act with trading discretion when authorized. The advisor monitors accounts periodically and coordinates with sub‑advisors or third‑party managers to select models, rebalance portfolios, and deliver ongoing reporting and reviews. Compared with many solo independent advisers, the firm is notable for operating an affiliated tax preparation business and for the principal’s role as a licensed insurance agent—activities the brochure discloses can produce insurance commissions and other external compensation. The firm also offers pension/qualified plan consulting and recurring client education through multi‑quarter review meetings, and it discloses fee‑sharing and referral arrangements with co‑advisors and third‑party managers along with procedures intended to mitigate related conflicts.
To learn more about the advisors currently working at Above & Beyond Investments, 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.
Name |
Location |
Years of experience |
|---|---|---|
Bloomington, IN
| 10
|
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