A complete list of active advisors currently associated with CF Financial

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

CF Financial provides advisory services primarily to individual and high‑net‑worth clients, offering discretionary portfolio management, financial planning (including on‑going plans with mid‑year and year‑end reviews), and selection of third‑party investment advisers. The firm also prepares Investment Policy Statements for clients and distributes periodic newsletters via email that cover market trends and investor information. CF Financial’s investment process combines fundamental analysis and modern portfolio theory with a long‑term trading orientation, generally investing in mutual funds, ETFs, fixed‑income securities, annuities and TIPS. The firm typically manages accounts on a discretionary basis, requires custody at Charles Schwab, and may engage sub‑advisers while coordinating tax planning and consulting for joint clients with an affiliated accounting firm. Noteworthy distinctions in the brochure include the firm’s regular client newsletters (an uncommon offering among independent advisors) and its affiliation with Calvetti Ferguson, a related accounting firm whose tax services may be provided to joint clients and are billed through the advisory relationship — a relationship the brochure discloses as compensated and potentially conflicted. The firm also highlights its fiduciary role when advising retirement plan accounts and the use of third‑party managers for some mandates, indicating services that extend beyond typical retail individual advisory work.

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