A complete list of active advisors currently associated with Aloft Financial
Warmer can help you find a great advisor at Aloft Financial or one who fits your needs even better.
Aloft Financial serves individuals, family businesses, corporations, not‑for‑profits, pension and profit‑sharing plans, trusts and estates, offering comprehensive wealth management that combines investment advisory, retirement planning, financial planning, strategic tax planning and tax return preparation, qualified plan consulting, compensation and payroll services, and bookkeeping. The firm also offers standalone financial planning, specialized planning projects, and coordinates with clients’ other trusted advisors. The firm’s stated investment approach balances assertive, growth‑oriented equity exposures across U.S. and international markets with risk mitigation through diversification into bonds, mutual funds, ETFs and other securities, and it tailors allocations to each client’s situation and preferences. Aloft provides discretionary management through LPL‑sponsored wrap programs (Managed Wealth Portfolios, Guided Wealth Portfolio, Optimum Market Portfolios) and, for some clients, supplements portfolios with option income strategies such as covered calls and cash‑secured puts. Aloft is notable among solo independent advisors for its affiliated professional services: principals operate an affiliated tax and accounting business (Northwest Tax Choices LLC) and maintain an affiliated investment‑advisory entity, with one principal disclosed as spending roughly half of their time on tax/accounting clients. The principals are also licensed insurance agents who may receive commissions on insurance sales; the brochure discloses this potential conflict and describes disclosure and analytical steps the firm uses to address it.
To learn more about the advisors currently working at Aloft Financial, 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 |
|---|---|---|
Doswell, VA
| 23
|
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