A complete list of active advisors currently associated with AMB Financial LLC

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

AMB Financial serves individual investors, some high-net-worth clients, and business entities by providing investment management and both ongoing and project-based financial planning on a fee-only basis. The firm operates as a solo independent adviser and manages roughly $4.9 million in client assets across a small client roster, with the bulk of those assets reported as non-discretionary. The firm’s investment work emphasizes asset allocation and a mix of passive and active strategies informed by fundamental and cyclical analysis, with typical recommendations including stocks, bonds, mutual funds, ETFs and municipal securities. Investment management is implemented on a non-discretionary basis (clients approve transactions), and financial planning engagements can include business planning, tax and estate considerations, retirement projections, and employee benefits optimization. Distinctive features include a tiered flat annual fee model rather than a conventional percentage-of-assets fee and the firm’s concentration of primarily non-discretionary AUM, both of which are uncommon among independent advisers. The firm is also characterized by a very small, hands-on practice: a single adviser who continues to work in a separate clinical practice, a limited client base, and reliance on an institutional custodian platform for custody and operational support.

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