A complete list of active advisors currently associated with Cayside Partners

Warmer can help you find a great advisor at Cayside Partners or one who fits your needs even better.

Cayside Partners is an SEC‑registered advisory firm that provides discretionary and non‑discretionary investment management, financial planning, retirement‑plan advisory, and family office services to individuals, families and businesses. The firm also acts as manager and advisor to affiliated special purpose vehicles (SPVs) and offers related private fund services to accredited and qualified investors. CPS develops investment policy statements, strategic asset allocations and bespoke portfolios using ETFs, mutual funds, individual securities and other instruments, drawing on fundamental and technical analysis, third‑party research and proprietary data models. The firm discloses that it may employ options, margin and short‑sale strategies in client accounts and will evaluate risk tolerance and liquidity needs with each client before implementing such strategies. Compared with many peers, Cayside Partners manages a relatively large amount of assets for a small client base and provides expanded services such as formal family office offerings and consolidated reporting for outside assets. The firm also operates affiliated SPVs that can generate carried interest for the manager, issues periodic client reports and SPV updates, and participates in employee communications and education programs for retirement‑plan clients.

To learn more about the advisors currently working at Cayside Partners, 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.

Name	Location	Years of experience
Colin Hickey	Jupiter, FL	11
Joseph Mariani	Jupiter, FL	1
Michael Rhea	Jupiter, FL	6
Tanner Strunk	Jupiter, FL	11
Todger Strunk	Jupiter, FL	10

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For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

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