A complete list of active advisors currently associated with Breakforth Investment Management, Inc

Warmer can help you find a great advisor at Breakforth Investment Management, Inc or one who fits your needs even better.

The firm provides personalized financial planning and investment management primarily to individual clients, covering cash flow, retirement, education, tax and estate planning as well as periodic portfolio reviews. It offers a range of engagement structures—advisory service agreements, investment management agreements, retainers, and hourly planning—and performs tax-preparation work separately on a limited-fee basis. Portfolios are implemented using a strategic asset-allocation, core-and-satellite approach that centers passive index funds and ETFs as the core while adding individual stocks and actively managed funds where appropriate. The firm generally operates on a non-discretionary basis: clients retain final approval of investment decisions, trades are executed only with client concurrence or under a limited power of attorney, and accounts are reviewed at least quarterly. Noteworthy features relative to peers include an explicit fee-only model with no acceptance of commissions or commissioned product sales, and the firm’s substantial reliance on non-discretionary management rather than discretionary authority. The firm also provides limited tax-return preparation as an ancillary service, a practice that is less common among similar single-advisor independent advisers.

To learn more about the advisors currently working at Breakforth Investment Management, Inc, 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.