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

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

Cashew Financial is a state‑registered, single‑advisor firm that provides financial planning and consulting to individual and high‑net‑worth clients. The firm also offers public educational seminars and workshops and, when appropriate, refers clients to a single third‑party manager (Symmetry Partners) for discretionary asset management. Cashew generally delivers non‑discretionary advice and does not directly manage or custody client portfolios; instead it acts as a liaison to and ongoing monitor of the third‑party manager and delivers written financial plans within an agreed timeframe. The recommended manager’s strategies are described in the brochure as grounded in Modern Portfolio Theory and quantitative methods, while Cashew’s own planning work is billed on an hourly basis. Distinctive aspects include the firm’s primary reliance on non‑discretionary relationships rather than in‑house portfolio management and its practice of holding public educational events, both of which are noted as uncommon among independent solo advisers. The firm also discloses a solicitor arrangement with its TPM and an outside business activity in software engineering, and states it seeks to mitigate conflicts through disclosure and compliance procedures.

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