A complete list of active advisors currently associated with CHC Financial Solutions, LLC

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

CHC Financial Solutions, LLC provides discretionary investment management, financial planning, and retirement-plan advisory services to plan sponsors as well as individual clients, trusts, estates, and businesses. The firm may engage and coordinate with third‑party Sub‑Advisors to manage all or portions of client accounts and also offers financial planning and implementation support. The firm’s approach emphasizes asset allocation and the use of mutual funds, ETFs, and third‑party managers, typically pursuing a long‑term strategy while retaining the flexibility to rebalance or make shorter‑term trades as needed. CHC conducts due diligence and ongoing monitoring of Sub‑Advisors and retains authority to hire or terminate those managers as part of its supervisory responsibilities. CHC is distinctive among peers in its combination of pension consulting and adviser‑selection activity: it provides ERISA 3(21) limited‑scope fiduciary services to retirement plans and actively selects other advisers to execute strategies. The firm’s principal also operates as a licensed CPA and maintains a licensed insurance practice as disclosed outside business activities—relationships the firm manages through disclosures, policies, and fiduciary obligations.

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