A complete list of active advisors currently associated with Ares Financial Consulting LLC

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

Ares Financial Consulting provides personalized financial planning and investment management to individuals (including high‑net‑worth clients), pension and profit‑sharing plans, trusts, estates, charitable organizations, and small businesses. Its services include comprehensive and limited‑scope financial planning, investment‑only arrangements, corporate retirement‑plan consulting, and educational seminars or workshops for clients and plan participants. The firm’s investment approach is rooted in Modern Portfolio Theory, using diversified, model‑based portfolios and Investment Policy Statements to guide discretionary trading, periodic rebalancing (basic or enhanced), and at least annual formal reviews. Ares also incorporates third‑party managers and platforms — including a Betterment sub‑advisor option and an American Funds offering — when those solutions align with a client’s objectives. Ares is noteworthy for offering client education and workshop services that are less common among peer teams and for a corporate retirement practice that includes fiduciary plan reviews, participant education, and designated “office hours.” The firm manages roughly $243.9 million in discretionary assets, operates on a fee‑only basis emphasizing flat‑dollar and limited‑scope engagements (with some asset‑based arrangements in specific programs), and discloses affiliated insurance activities and potential conflicts where advisor licensing leads to outside insurance sales.

To learn more about the advisors currently working at Ares Financial Consulting 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.