A complete list of active advisors currently associated with Cobb Financial, LLC
Warmer can help you find a great advisor at Cobb Financial, LLC or one who fits your needs even better.
Cobb Financial, LLC provides discretionary investment management to individual clients, building portfolios of individual stocks, bonds, exchange-traded funds and occasional mutual funds, and delivers financial planning services. The firm also offers tax preparation and separate CFO/business consulting engagements under distinct fee arrangements. The sole advisor constructs portfolios using a combination of fundamental and technical analysis, emphasizing diversification across sectors and capitalization sizes, and conducts periodic reviews with at least quarterly reporting. Accounts are monitored for asset allocation and changes in goals or risk tolerance, and the firm generally works with accounts at or above a $100,000 threshold. Distinctive for an independent RIA, the firm is structured around a licensed accountant/principal who offers tax preparation and CFO-style services in addition to investment advisory work, an affiliation that is statistically uncommon among peers. The advisor also maintains a full-time corporate finance role, and the practice’s small scale—roughly 18 client portfolios and about $8.1 million in discretionary AUM—results in a practitioner-led model that blends investment management with tax and business advisory capabilities not typical for similarly sized firms.
To learn more about the advisors currently working at Cobb Financial, 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 |
|---|---|---|
Lee, NH
| 22
|
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