A complete list of active advisors currently associated with Carlson Financial Advisory, LLC

Warmer can help you find a great advisor at Carlson Financial Advisory, LLC or one who fits your needs even better.

The firm provides advisory services to individual and high‑net‑worth clients and operates with a small client base. Its services focus on portfolio analysis (a portfolio “MRI” report) and directing clients to a third‑party manager that implements investments primarily through mutual funds. The firm’s approach references modern portfolio theory and a long‑term investment orientation, but it does not maintain trading discretion over client accounts and instead refers clients to an outside adviser to implement and trade the portfolios. It conducts due diligence on recommended managers, reviews their ongoing performance, and relies on custodians to deliver account statements and reporting to clients. The firm is led by an accountant and maintains an affiliation with an accounting/valuation practice, and the adviser may provide accounting‑related services alongside investment advice — a relationship disclosed as a potential conflict of interest. Compared with peers, the firm is uncommon among independent advisers in that its assets are largely non‑discretionary and client allocations are routed to a single third‑party mutual fund provider rather than being actively traded or managed in‑house.

To learn more about the advisors currently working at Carlson Financial Advisory, LLC, 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.