A complete list of active advisors currently associated with CND Financial

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

CND Financial provides discretionary investment management and hourly financial planning/consultation services to individuals — including high‑net‑worth clients — as well as retirement plans, trusts, estates, charitable organizations and corporations. The firm operates as a fee‑only registered investment adviser and manages individualized portfolios for roughly 189 clients with about $199.45 million in assets under management. Investment implementation relies primarily on diversified allocations to no‑load mutual funds and ETFs organized into five model strategies, from Global Defensive to Global Equity, with investment policy statements tailored to each client’s risk profile and time horizon. The firm uses both fundamental and technical analysis, generally favors longer‑term holdings, rarely recommends individual stocks, and may recommend an unaffiliated sub‑advisor to implement covered‑call option strategies when clients request that approach. A distinctive feature of CND Financial is its business affiliations: it shares back‑office administration with an affiliated advisory entity and maintains an affiliated certified public accounting firm that provides separate services and may receive referrals. Those direct affiliations with another adviser and with an accounting practice are uncommon among peers of this size and can affect operational arrangements, data sharing, and referral pathways that prospective clients should review.

To learn more about the advisors currently working at CND 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.