A complete list of active advisors currently associated with Certified Advisory Corp

Warmer can help you find a great advisor at Certified Advisory Corp or one who fits your needs even better.

Certified Advisory Corp provides investment advisory and financial planning services to individuals, pension and profit‑sharing plans, trusts, estates, charitable organizations, corporations, and other business entities; the firm’s brochure also notes that its client base includes state and municipal government clients, a client type that is less common among peers. Its service menu includes comprehensive financial plans, discretionary portfolio management for IRAs and employer‑sponsored plans, a goal‑based automated platform implemented through Betterment, pension consulting and education for plan participants, and separate tax preparation and consulting services offered by CPAs affiliated with the firm. The firm describes a tailored approach that maps client goals, risk tolerance and liquidity needs to investment strategies and model portfolios, with discretionary trading authority available subject to client‑imposed restrictions and ongoing monitoring; clients receive quarterly account reports produced by an independent reporting service. Investment methods cited in the brochure include fundamental and technical analysis, Modern Portfolio Theory constructs, ETF and mutual fund allocations, periodic rebalancing and, for accounts on the Betterment platform, automated rebalancing and optional tax‑loss harvesting. Noteworthy aspects highlighted in the brochure are its scale — about $3.04 billion in discretionary assets under management across 18 advisors and roughly 2,476 clients — and the firm’s integrated service mix that pairs pension plan consulting with CPA tax services and insurance‑licensed advisors. The firm also discloses periodic client communications such as periodicals or newsletters and formal referral arrangements with online marketing platforms and Promoters, as well as its use of Betterment as a sub‑advisor and custodian, which affect how advisory and execution services are delivered.

To learn more about the advisors currently working at Certified Advisory Corp, 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.