A complete list of active advisors currently associated with Aries Financial Navigators, Inc.

Warmer can help you find a great advisor at Aries Financial Navigators, Inc. or one who fits your needs even better.

Aries Financial Navigators serves individual clients and small businesses, offering integrated services that include discretionary investment management, combined comprehensive and project-based financial planning, and tax preparation. The firm also provides consulting for business owners on matters such as business planning and employee benefits optimization. AFN constructs portfolios using a mix of passive and active strategies and employs both fundamental and technical analysis to select and weight asset classes; it may engage third-party managers (TAMPs) to implement selected allocations. Investment programs are tailored to each client’s investment policy statement, accommodate client-imposed restrictions, and are reviewed at least quarterly. Notably for an independent solo adviser, the firm explicitly serves corporate or business clients and integrates tax-preparation services into its offering, with the principal operating a separate tax-preparation practice that supports those services. The firm reports about $81.13 million in discretionary assets under management across roughly 70 clients, a scale that implies a relatively large average account size compared with many peers.

To learn more about the advisors currently working at Aries Financial Navigators, Inc., 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.