A complete list of active advisors currently associated with Advisory Financial Services LLC

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

The firm is a small, independent registered investment adviser that serves primarily individual clients and also accepts pension and profit‑sharing plans, trusts, estates and other business entities. It offers comprehensive financial planning and consulting, investment management, and in‑house income tax planning and tax return preparation. The adviser tailors portfolios to client risk tolerance and time horizon and conducts ongoing monitoring and at least quarterly reviews, generally implementing investment recommendations on a non‑discretionary basis. Portfolios are typically allocated among mutual funds and may include individual stocks, bonds, options and ETFs, and the firm uses third‑party research tools and custodian platforms (Interactive Brokers and E*TRADE) to support portfolio oversight. Compared with many solo independent advisers, the firm has maintained broker‑dealer relationships and implements some recommendations on a commission basis, including insurance and annuity products, and holds life, health and annuity insurance licenses. It also routinely provides advice on investments held directly at insurance companies and can transition certain commission‑based products into fee‑based arrangements over time, reflecting a blend of advisory, brokerage and tax‑preparation capabilities.

To learn more about the advisors currently working at Advisory Financial Services 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.