A complete list of active advisors currently associated with Alitus Financial Services
Warmer can help you find a great advisor at Alitus Financial Services or one who fits your needs even better.
Alitus Financial Services serves individual investors, high-net-worth clients, and various institutional clients including trusts, foundations, and corporate retirement plans, managing roughly $4.85 million for a very small client base. The firm provides discretionary portfolio management and investment supervisory services, offers financial planning at no additional charge, and conducts educational seminars and workshops for the public. The firm follows a value-driven investment approach grounded in fundamental analysis, favoring companies with strong balance sheets, reliable earnings and dividends, and a margin of safety, with a generally long-term orientation. Portfolio implementation is handled with a third-party money manager and supported by common research providers (e.g., Morningstar, Value Line); the firm may also use limited option strategies such as covered calls and spreads in appropriate circumstances. What distinguishes this firm from many solo independent advisers is that its principal also operates an affiliated accounting practice, creating a formal referral relationship and the potential for integrated tax and business consulting under separate agreements. The firm’s free, non‑tailored seminars and workshops and its offering of a 401(k) daily valuation program are also uncommon features for a practice of this size and structure.
To learn more about the advisors currently working at Alitus 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 |
|---|---|---|
Land O Lakes, FL
| 3
|
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")