A complete list of active advisors currently associated with Affirmative Financial Services
Warmer can help you find a great advisor at Affirmative Financial Services or one who fits your needs even better.
The firm provides investment advisory services to individuals, families, trusts, ERISA retirement plans, and closely held businesses, primarily by acting as a solicitor for third‑party investment managers and facilitating portfolio management relationships. It assists clients in selecting managers and implements portfolios that typically use mutual funds and exchange‑traded funds through those managers’ programs. The firm’s client process begins with an interview and a risk‑profile questionnaire to match clients with investment manager strategies, followed by periodic quarterly and annual reviews and rebalancing as needed. The adviser does not take custody of client assets or exercise trading discretion; recommended investment managers generally have discretionary authority and custody arrangements. Notably, the firm’s principal is a licensed insurance producer who sells life, health, disability, Medicare, and long‑term care insurance and receives commission income for those sales, a business line that the brochure discloses may create a potential conflict of interest and represents roughly half of the principal’s professional time. The brochure also emphasizes a solicitation‑based business model for bundled ERISA/retirement solutions and discloses an IRS lien filed in 2019 that is currently being renegotiated.
To learn more about the advisors currently working at Affirmative Financial Services, 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 |
|---|---|---|
Jacksonville, FL
| 12
|
Not sure where to start?
We'll help you think it through — whether you ultimately need an advisor or not.
Warmer helps you compare advisors clearly — so you can choose with confidence.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")