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

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

Belmont Financial serves individual investors and small business clients, providing discretionary investment management and financial planning. The firm operates on a fee-only basis and commonly bills as a percentage of assets while implementing client accounts through qualified discount custodians. The investment approach emphasizes globally diversified portfolios implemented primarily with no-load mutual funds, closed-end funds, and ETFs, using periodic rebalancing and both fundamental and technical analysis to guide allocations. Relationships are tailored to client risk tolerance and long-term goals, with most assets managed on a discretionary basis and financial planning often provided to investment-management clients at no additional charge. Noteworthy aspects include a practice founded in 1992 that manages a comparatively large asset base for a firm of its size and enforces a $500,000 account minimum (household aggregation applies), which contributes to a relatively concentrated client roster. The firm is strictly fee-only, does not sell commissioned products or take custody of client funds, does not vote client proxies, and participates in institutional custodian programs that provide operational and technology support.

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