A complete list of active advisors currently associated with Cobalt Financial Partners LLC

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

Cobalt Financial Partners provides portfolio management and financial planning to individuals, high-net-worth clients, and business entities, and also advises pension and profit-sharing plans. The firm manages approximately $108 million for about 63 clients and generally recommends mutual funds and ETFs as the core investments. The firm’s investment process emphasizes asset allocation, rebalancing, and modern portfolio theory, documented in an Investment Policy Statement and implemented through tailored or model portfolios. It primarily operates on a non-discretionary basis, leaving final trading authority with clients and not accepting proxy voting or discretionary authority. Compared with many independent peers, CFP’s asset base is unusually concentrated in non-discretionary accounts and it serves institutional clients and retirement-plan sponsors, a less common service mix for a solo-advisor firm. The brochure also discloses its ongoing custodial and broker-dealer relationship with LPL and receipt of related support services, plus a loan from the custodian subject to forgiveness tied to continued affiliation, which the firm notes could create an incentive to maintain that custodial relationship.

To learn more about the advisors currently working at Cobalt Financial Partners 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.

Name	Location	Years of experience
Christopher Shematek	Sykesville, MD	27

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