A complete list of active advisors currently associated with Athletes Financial Advisers, LLC
Warmer can help you find a great advisor at Athletes Financial Advisers, LLC or one who fits your needs even better.
The firm provides investment management and financial planning to individuals, trusts, charitable organizations, businesses and participant-directed retirement plans. It prepares written investment policy statements, monitors client portfolios, and offers retirement-plan consulting and participant education as part of its services. The firm employs a passive, asset-allocation approach grounded in Modern Portfolio Theory, favoring passively managed asset-class mutual funds and ETFs and routinely using Dimensional Fund Advisors’ securities in client portfolios. It uses Monte Carlo analysis in planning, conducts ongoing portfolio monitoring, and may delegate fixed-income management and trade processing to third‑party managers and a back‑office provider. Noteworthy among peers, the firm is affiliated with operating accounting practices and a financial‑education business, and the principal holds CPA/PFS credentials and individual insurance licensure, allowing coordination of advisory, accounting, education and insurance services for clients. The firm also uses a cash‑management aggregator service and has a succession/back‑office relationship with a larger advisory platform to support continuity and sub‑advisory services.
To learn more about the advisors currently working at Athletes Financial Advisers, 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 |
|---|---|---|
Westlake, OH
| 12
|
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