A complete list of active advisors currently associated with Advanced Financial Analysis, LLC

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

Advanced Financial Analysis, LLC provides personalized financial planning and investment management primarily to individual clients, offering both ongoing asset management and standalone financial planning and consulting services. The firm operates as a solo, fee-based adviser and reported managing client assets on a non‑discretionary basis as of its most recent brochure. The firm’s investment process is consultative: it prepares written investment policy/risk‑tolerance documentation, uses fundamental, technical and cyclical analysis in security selection, and obtains client approval before executing trades, with periodic (typically quarterly) account reviews and custodial account statements. Financial plans and recommendations are delivered after a documented review of a client’s objectives, cash flow, insurance and estate considerations. What distinguishes this firm from many peers is the combination of a predominantly non‑discretionary asset management model and an affiliated insurance practice: the managing member is also a licensed insurance agent who, on occasion, offers insurance products and services to clients (an outside activity disclosed as a potential conflict of interest). The firm also maintains a very small client base and a solo‑practitioner structure, which shapes its service model and the degree of direct advisor involvement.

To learn more about the advisors currently working at Advanced Financial Analysis, 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.