A complete list of active advisors currently associated with Acentrus Financial Partners LLC
Warmer can help you find a great advisor at Acentrus Financial Partners LLC or one who fits your needs even better.
Acentrus Financial Partners provides comprehensive financial planning and portfolio management services primarily for individual clients, delivered through separate account structures and a percentage‑of‑assets fee arrangement. The firm advises on a broad range of securities—including individual stocks, bonds, ETFs, mutual funds and options—and offers ongoing investment oversight and client consultations. The firm’s investment process centers on internally developed, proprietary model portfolios that can be combined in varying ratios to match client objectives, with emphasis on macroeconomic analysis, quantitative screening and backtesting alongside traditional fundamental and technical tools. Acentrus generally manages accounts on a discretionary basis and recommends Interactive Brokers for non‑employer accounts and MG Trust/Aspire for 403(b) custody. What is noteworthy relative to many peers is that Acentrus acts as a wrap fee program sponsor and discloses receiving a portion of wrap fees, a practice held by a small minority of comparable firms. The brochure also documents use of more advanced trading strategies—including option writing, short sales and margin—and a policy of leaving proxy voting to clients, features that can distinguish its service mix from other small advisory firms.
To learn more about the advisors currently working at Acentrus Financial Partners 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 |
|---|---|---|
Hillsboro, OR
| 11
| |
Hillsboro, OR
| 9
|
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")