A complete list of active advisors currently associated with Advanced Financial Strategists Inc

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

Advanced Financial Strategists provides comprehensive investment management to individuals (including high-net-worth clients), closely held corporations, trusts, estates, and other business entities. The firm reports about $60.6 million in assets under management across discretionary and non-discretionary accounts for a relatively small client base, indicating a higher-than-typical assets-per-client concentration. The firm combines Modern Portfolio Theory and an “Efficient Frontier” framework with both buy-and-hold and shorter-term allocation shifts, and it uses quantitative screening tools to evaluate active managers and individual equity candidates. Portfolio construction emphasizes tax-aware practices—such as tolerance-based rebalancing to avoid short-term taxable events—and a mix of equities, ETFs, fixed income, and mutual funds tailored to client objectives. Compared with many solo independent advisers, the firm’s mix of a modest client count with multi-million-dollar AUM, use of institutional-grade screening software, and access to custodial “soft dollar” services (recommended custodian services include institutional resources and some bundled benefits) are notable. The firm is fee-only (no commissions or performance fees), does not accept proxy voting authority, and is led by a principal with accounting and fiduciary credentials and a long operating history.

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