A complete list of active advisors currently associated with Adelmann Financial, Inc.

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

The firm provides continuous investment supervisory services and ongoing financial planning to individuals, trusts, and employer-sponsored retirement plans. It manages portfolios primarily with exchange-traded funds and no‑load or load‑waived mutual funds, and also offers retirement-plan consulting where it serves as an ERISA 3(21) advisor to plan trustees and participants. Investment decisions are guided by Modern Portfolio Theory with a mix of passive and active management, an emphasis on asset allocation over security selection, and limited use of individual equities. The firm stresses a long-term orientation and addresses investor behavior through regular reviews and preparatory exercises described in the brochure as “life boat drills” to help clients withstand market volatility. Distinctive elements for a firm of this size include a small advisory team made up of CFP professionals and a defined role providing non‑discretionary plan oversight and participant education for employer plans. The firm also does not aggregate trades for client accounts and generally includes ongoing financial planning for managed‑account clients at no additional advisory fee, features that can affect trading costs and service scope relative to many peers.

To learn more about the advisors currently working at Adelmann Financial, Inc., 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
Russell Adelmann	Colorado Springs, CO	27
William Adelmann	Colorado Springs, CO	1

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