A complete list of active advisors currently associated with An Exceptional Life Financial, LLC
Warmer can help you find a great advisor at An Exceptional Life Financial, LLC or one who fits your needs even better.
An Exceptional Life Financial (AELF) serves individuals, families, high‑net‑worth clients, small businesses and educational institutions, providing comprehensive financial planning, investment management, tax preparation and employee benefit plan consulting. The firm is a small advisory team managing roughly $259 million in client assets, with the majority of assets overseen on a discretionary basis. AELF constructs individualized investment plans based on asset allocation and a mix of passive and active strategies, using ETFs and mutual funds and applying fundamental, technical, cyclical and charting analysis. The firm provides ongoing portfolio supervision and also advises on held‑away accounts—offering selection, monitoring and rebalancing recommendations and, in limited cases, limited powers of attorney to facilitate oversight. Compared with many peers, AELF regularly conducts educational seminars and speaking engagements and integrates tax preparation services into its client offerings via a third‑party tax provider. Several advisers are licensed insurance agents and the firm operates an insurance agency; the brochure discloses that agents may receive commissions and agency overrides, a potential conflict the firm says it will manage while acting as a fiduciary.
To learn more about the advisors currently working at An Exceptional Life 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.
Name |
Location |
Years of experience |
|---|---|---|
Fontana, CA
| 2
| |
Indianapolis, IN
| 12
| |
Indianapolis, IN
| 5
| |
Indianapolis, IN
| 22
|
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