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

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

Adaptive Financial Consulting, LLC is a six-advisor team that manages roughly $547 million for individuals, high-net-worth clients, pension and profit-sharing plans, and business entities. The firm offers discretionary and non-discretionary investment management, financial planning and consulting, pension/401(k) plan consulting, and educational seminars for small business owners. As a fiduciary for retirement accounts, Adaptive customizes portfolios to clients’ goals and risk tolerance and uses a mix of mutual funds, ETFs, individual equities and fixed income, and may employ margin and options strategies when appropriate. The firm applies multiple analytic approaches — including fundamental, quantitative, technical and modern portfolio theory — provides financial planning often alongside investment management, and reviews ongoing accounts at least annually. Adaptive’s brochure highlights a couple of features that are less common among similar teams: it conducts no-charge educational seminars focused on entity structure, tax implications and sale-of-business planning for small business owners, and multiple advisors are independently licensed insurance agents who may offer commissionable insurance products (a relationship the firm discloses as a potential conflict of interest). The firm also reports a relatively small client count (176) for its asset level, implying higher assets managed per client compared with many peers.

To learn more about the advisors currently working at Adaptive Financial Consulting, 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.