A complete list of active advisors currently associated with Celtic Capital Corporation

Warmer can help you find a great advisor at Celtic Capital Corporation or one who fits your needs even better.

Celtic Capital Corporation provides personal financial planning and investment management to individuals, families, trusts, estates and family businesses, managing approximately $6.7 million in discretionary assets for about 31 clients. Services described in the brochure include comprehensive financial planning, implementation and ongoing monitoring, as well as time-limited “Financial Snapshot” plans and special project engagements billed hourly. The firm’s investment approach emphasizes strategic asset allocation and fundamental security analysis, using a mix of passively managed index and exchange-traded funds as well as actively managed funds, dividend-paying stocks and fixed income (treasury, corporate and municipal bonds), with portfolios generally diversified globally up to about 30%. Investment management is offered as part of an ongoing financial planning relationship rather than as a stand-alone service, with fees charged as a percentage of assets under management or hourly for planning work. What is noteworthy about the firm is the principal’s dual role as a Certified Financial Planner and an attorney: the advisor’s legal background and an affiliation with Patrick Grace Co. LLC inform tax, estate and succession planning and the firm’s occasional provision of legal, arbitration and mediation services. The brochure also emphasizes a fee-only model with no commission-based product sales or referral fees and notes operational practices such as custody via Charles Schwab and potential technical “custody” reporting when an employee serves as trustee.

To learn more about the advisors currently working at Celtic Capital Corporation, 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.