A complete list of active advisors currently associated with Callaway Financial Services

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

Callaway Financial Services (CFS Advisors, LLC) provides discretionary and non‑discretionary portfolio management, financial planning, pension consulting, and solicitor services for third‑party managers to a mix of individuals, families, trusts and businesses. The firm’s brochure also notes services for banks, thrift institutions and retirement plans, including 401(k) and profit‑sharing arrangements. The firm describes an active, momentum‑based investment approach that treats cash as a position and emphasizes a sell discipline, regular rebalancing and weekly account review with quarterly performance reporting. Analytical methods include charting, fundamental and technical analysis, and the firm offers both model managed portfolios and custom allocations, as well as the option to place assets with unaffiliated third‑party managers. Compared with many peers, the ADV reports roughly $22.6 million in assets across about 230 accounts, an asset‑to‑client ratio that implies an unusually high client load per advisor for a firm of this type. The brochure also discloses past regulatory matters (including a 2011 FINRA fine and suspension and a settlement involving a bankruptcy trustee) and notes an affiliation with an insurance company (advisors are licensed agents and may receive commissions), as well as involvement in pension‑plan consulting and institutional client work.

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