A complete list of active advisors currently associated with Blackwater Financial

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

Blackwater Financial provides investment management and financial planning to individuals (including high-net-worth clients) and small businesses. The firm manages roughly $46.5 million across about 38 clients and offers both ongoing and project-based planning engagements in addition to discretionary portfolio management. Investment programs emphasize asset allocation guided by Modern Portfolio Theory and a mix of passive and active strategies, with the adviser typically granted discretion to implement trades. The firm also deploys third-party model and advisory platforms—such as Betterment for Advisors and the Altruist Model Marketplace—and may recommend outside managers while allowing clients to impose reasonable investment restrictions. Distinctive aspects include its small adviser team and recent registration in 2024, a fee-only model with no stated minimum account size, and the explicit use of digital model marketplaces alongside traditional custodians (Altruist, Betterment, and Schwab). The firm does not aggregate or block client trades, does not accept commissions, and its principal holds the CFP® credential.

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