A complete list of active advisors currently associated with Auburn Skies Financial Advisors

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

Auburn Skies Financial Advisors LLC is a fee‑only registered investment adviser that offers investment management and financial planning to individuals and high‑net‑worth clients, generally charging advisory fees as a percentage of assets under management. The firm provides both discretionary and non‑discretionary portfolio management across equities, fixed income, mutual funds and ETFs, and delivers financial plans on either a project basis or through ongoing engagements. The adviser’s investment approach emphasizes asset allocation and modern portfolio theory, combining passive and active vehicles and conducting fundamental and fund‑level analysis to construct diversified portfolios tailored to a client’s goals and risk tolerance. Portfolios are generally managed with a long‑term horizon, although short‑term trades may be used opportunistically; selection factors include tax efficiency, liquidity and underlying holdings overlap. Noteworthy features include an affiliation with a public tax and accounting firm: the firm’s principal also acts as a partner/associate at that accounting firm, and the two entities may refer clients to one another (the brochure discloses no referral compensation), with the principal devoting part‑time hours to the accounting practice during market trading hours. The firm is newly formed and filing its first Form ADV, reporting no assets under management at the time of the brochure, and it requires clients to custody assets at a single recommended custodian.

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