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

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

Casull Financial Advisory, LLC is a small, independent registered investment adviser serving primarily individual clients along with a limited number of pension and profit-sharing plans, trusts, and business entities. The firm provides discretionary portfolio management and financial planning services, including Annual Financial Plan Reviews and Separate Financial Planning Consultations. The firm’s investment approach combines Modern Portfolio Theory and elements of Post‑Modern Portfolio Theory, and it uses both fundamental and technical analysis to build diversified portfolios across stocks, mutual funds, ETFs, bonds and options. Accounts are typically managed on a discretionary basis with daily monitoring and allocations tailored to each client’s objectives and risk tolerance; the adviser does not engage in day trading and generally does not use margin in discretionary accounts. Compared with many solo RIAs, the firm’s client mix includes pension and profit‑sharing plans and it emphasizes ongoing client education through its annual reviews and separate consultations that can function as instructional sessions. The principal is also licensed as an insurance agent and may recommend insurance products when appropriate, and the firm recommends custodians offering low transaction costs and research tools to support its model-driven process and small client base (approximately 38 clients with about $5.9 million in assets under management).

To learn more about the advisors currently working at Casull 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.