A complete list of active advisors currently associated with Arlington Financial Advisors, LLC

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

Arlington Financial Advisors provides discretionary portfolio management, financial planning, and retirement plan consulting to individuals (including high‑net‑worth clients), trusts, pension plans, and business entities. The firm manages client assets through individualized wrap fee accounts while also offering standalone financial planning and retirement consulting engagements. The firm’s investment process emphasizes asset allocation, diversification, annual rebalancing, ESG analysis, fundamental valuation research and fundamental indexing, and it conducts investment manager evaluation as part of portfolio construction. The Brochure discloses that the firm may use margin in client accounts and discusses derivative‑related risks affecting securities and pooled vehicles, indicating the firm manages exposures that can include leverage or derivative influence when appropriate. Compared with many peer team advisers, Arlington operates as a wrap fee program sponsor and has established an affiliated trust company, the Santa Barbara Trust Company, to which it may refer clients (clients are not required to use those trust services). The Brochure also explains that when the affiliated trust company acts as trustee the adviser may be deemed to have custody of client assets and those assets are subject to an annual independent audit, disclosures that are uncommon among firms of this type and size.

To learn more about the advisors currently working at Arlington Financial Advisors, 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.