A complete list of active advisors currently associated with Acts Financial Advisors
Warmer can help you find a great advisor at Acts Financial Advisors or one who fits your needs even better.
Acts Financial Advisors, LLC provides individualized financial planning and investment management primarily to individual and high-net-worth clients, and also offers consulting to businesses and employee benefit plans. The firm reports approximately $126.5 million in assets under management and offers one-time and ongoing financial planning, tailored portfolio management, business planning, real estate analysis, and retirement plan consulting. The firm describes a largely passive, Modern Portfolio Theory-based approach that uses index mutual funds and ETFs as core holdings while employing fundamental, technical, and cyclical analysis to inform asset-allocation and tactical decisions. Portfolios are constructed around a client-specific investment policy statement, reviewed on a regular basis, and the brochure discloses that strategies may involve alternative investments and leverage, with attendant risks related to borrowing and use of margin. AFA is distinctive among similar-sized advisers in combining traditional advisory services with real estate and public-education activities: one principal is a licensed real estate agent and the firm offers real estate analysis services, and the brochure also states the firm presents periodic educational seminars and workshops that are offered free to the public. The principals’ backgrounds and outside activities — including medical and business credentials, ongoing clinical practice for one principal, ownership of a personal-finance media venture, and licensure to sell insurance — are disclosed and noted as potential sources of conflicts that the firm documents for clients.
To learn more about the advisors currently working at Acts Financial Advisors, 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 |
|---|---|---|
Mclean, VA
| 2
| |
Mclean, VA
| 2
|
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