A complete list of active advisors currently associated with Aldebaran Financial Inc

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

Aldebaran Financial Inc. provides discretionary portfolio management and consulting to a mix of individuals (including high-net-worth clients), pension and profit-sharing plans, trusts, estates, and other entities, managing roughly $222.8 million across about 350 client accounts. Beyond investment oversight, the firm also prepares simple tax returns for some clients and offers limited-scope estate-planning legal document services through an in-house attorney. The firm’s investment approach centers on strategic asset allocation informed by fundamental and technical research and a range of securities, including mutual funds, ETFs, individual stocks, municipal bonds, and options. Portfolios are constructed to reflect each client’s objectives, income needs, and tax situation, and Aldebaran typically implements those strategies on a discretionary basis. Noteworthy distinctions include the presence of an in-house attorney and chief compliance officer who provides drafting and execution of wills, trusts, powers of attorney, and advanced directives — a service the brochure indicates the firm began offering in 2018. The firm’s small advisory team manages a relatively large aggregate asset base and client roster for its size, and it employs options and other derivative instruments in client accounts when deemed appropriate.

To learn more about the advisors currently working at Aldebaran Financial 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.