A complete list of active advisors currently associated with Collins/Moody Financial Services, L.L.C.

Warmer can help you find a great advisor at Collins/Moody Financial Services, L.L.C. or one who fits your needs even better.

Collins/Moody Financial Services, LLC provides investment advisory and portfolio management to individuals (including high‑net‑worth clients), nonprofit organizations, and pension and profit‑sharing plans, offering ongoing asset allocation, written investment policy statements, and retirement plan services. The firm manages roughly $41.8 million for about 45 clients and generally requires a $150,000 minimum account size. The firm’s investment approach emphasizes long‑term asset allocation grounded in Modern Portfolio Theory and the use of passively managed, institutional‑class mutual funds, with written Investment Policy Statements and fundamental research informing recommendations. CMFS outsources trade execution and portfolio implementation to Savant Wealth Management while retaining responsibility for client objectives, monitoring, and periodic reviews. CMFS is notable for its formal affiliations with an accounting firm and an insurance company: its advisory representatives are CPAs affiliated with the accounting firm and report spending approximately 90% of their time on accounting services and 10% on investment advice, and firm personnel are licensed insurance agents who may receive commissions on life, disability, and long‑term care products. The firm also discloses its oversight of outsourced providers (including Savant and custodians) and periodic due diligence regarding service providers’ use of artificial intelligence and machine‑learning tools.

To learn more about the advisors currently working at Collins/Moody Financial Services, L.L.C., 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
K. Collins	Athens, GA	23

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev

Find the right match for you

Answer a few quick questions and we'll tailor results to your goals, so you can hire smarter.

Find your advisor

A smarter way to hire an advisor Warmer combines best-in-class advisor data with guidance to help you clarify what you need, understand why an advisor may — or may not — fit, and move forward with confidence. Show more

Compare and choose confidently

Warmer combines best-in-class advisor data with guidance to help you clarify what you need, understand why an advisor may — or may not — fit, and move forward with confidence.

How Warmer works

Thoughtfully vetted, clearly explained Get to know your advisors' credentials, history, specialization, client fit, and communication style. We're selective about who we recommend — and tell you why we think someone fits your situation. Show more

We review transparently

Get to know your advisors' credentials, history, specialization, client fit, and communication style. We're selective about who we recommend — and tell you why we think someone fits your situation.

Our methodology

Always free and always on your side We help you book free consultations with your matches. You only pay an advisor if you decide to hire them. And our support doesn't end with an introduction — we're here to make sure the relationship works for you. Show more

Free. Confidence that lasts

We help you book free consultations with your matches. You only pay an advisor if you decide to hire them. And our support doesn't end with an introduction — we're here to make sure the relationship works for you.

Our ongoing support