A complete list of active advisors currently associated with Blackhorn Partners

Warmer can help you find a great advisor at Blackhorn Partners or one who fits your needs even better.

The firm provides ongoing portfolio management and financial planning primarily for individuals (including high‑net‑worth clients) and small businesses, delivering services on discretionary and non‑discretionary bases. It also advises on retirement account arrangements and may recommend third‑party investment managers, model portfolios, or self‑directed brokerage account options for employer‑sponsored plans. The firm’s investment approach emphasizes long‑term, diversified portfolios grounded in modern portfolio theory and typically uses mutual funds and exchange‑traded funds, including systematic or rules‑based strategies, with periodic rebalancing and at‑least‑monthly portfolio reviews. Where appropriate, implementation can be through third‑party managers or model portfolios; the brochure discloses the firm may, in some arrangements, receive an agreed portion of advisory fees from those managers and describes procedures to address that conflict. Notable features in the disclosure include that the firm, newly registered in the most recent cycle, reports no assets under management or active clients as of the filing, reflecting an early operating stage. The firm’s principal also maintains licensed insurance activities and separate property‑management businesses, which are disclosed as potential sources of compensation and are managed under the firm’s conflict‑of‑interest and client‑choice policies.

To learn more about the advisors currently working at Blackhorn Partners, 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.