A complete list of active advisors currently associated with Blong Financial

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

bLong Financial, LLC provides discretionary portfolio management and investment strategy for individuals, high‑net‑worth clients, pension and profit‑sharing plans, trusts and charitable institutions, managing roughly $202 million for about 314 clients through a two‑advisor team. Services are delivered primarily via separately managed accounts with individualized investment objectives and ongoing account reviews. The firm emphasizes fundamental, value‑oriented analysis and a long‑term investment horizon, seeking to purchase securities at a discount to its estimate of intrinsic value while focusing on business quality, management, and perceived macro trends. Portfolios primarily include publicly traded equities and fixed income, and the firm may also use mutual funds, ETFs/ETNs (including inverse products), options strategies, short sales and both long‑ and short‑term trading as appropriate. bLong is affiliated with the principal’s CPA practice and separately offers tax planning, estate planning and certain family office services to many advisory clients, and the brochure notes circumstances where the principal may act as trustee or executor. The firm also discloses participation in a paid referral/endorsement arrangement (Dave Ramsey’s SmartVestor Professional Program) and includes a regulatory disclosure describing a prior consent order and $5,000 fine involving another advisory firm in its brochure.

To learn more about the advisors currently working at Blong 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.