A complete list of active advisors currently associated with Advantage Financial Consultants

Warmer can help you find a great advisor at Advantage Financial Consultants or one who fits your needs even better.

The firm provides investment advisory and financial planning services to individuals, family trusts and individual retirement accounts. It also offers consulting on retirement plan matters, estate planning, charitable giving and tax-related matters, including tax preparation services upon request. The firm's investment process is built around asset allocation and principles of modern portfolio theory, with quarterly portfolio reviews and recommendations that commonly include no‑load mutual funds and individual stocks. Implementation can be either discretionary or non‑discretionary; non‑discretionary clients must provide written authorization before trades are executed. The brochure highlights a move toward predominantly non‑discretionary management: as of December 31, 2025 the firm reported 18 non‑discretionary accounts totaling $3,825,398 and two discretionary accounts totaling $1,391,867, and it states at publication that all managed accounts were being handled on a non‑discretionary basis. The owner’s additional activities — preparing tax returns and serving as a part‑time university instructor — and the firm’s practice of not taking custody or voting client securities are further distinguishing features.

To learn more about the advisors currently working at Advantage Financial Consultants, 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.