A complete list of active advisors currently associated with Concierge Financial Advisor LLC

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

Concierge Financial Advisor LLC provides financial planning and ongoing portfolio management primarily to high‑net‑worth individuals, trusts, estates, small businesses, charitable organizations, and corporations; the firm manages about $40.35 million for eight client relationships with two advisors. The firm builds customized Investment Policy Statements and offers both discretionary and limited‑discretionary account management tied to each client’s objectives and risk tolerance. Investment implementation combines long‑term strategic and medium‑term tactical models that use ETFs, individual equities, fixed income, REITs, and alternative ETPs, with individualized asset selection and regular rebalancing. For approved high‑net‑worth clients CFAdvisor may employ derivatives and options strategies and limited hedging (including leveraged inverse ETFs) in separately managed accounts, and it documents client limits and written approvals for trades that exceed client‑specified thresholds. Noteworthy features include the firm’s explicit use of derivatives and options within separately managed accounts—an uncommon practice among peers—and a formal risk‑management offering targeted at clients with at least $1.5 million in AUM. The firm also periodically offers complimentary educational workshops for clients and their guests and operates with a small, concentrated client roster relative to its assets under management.

To learn more about the advisors currently working at Concierge Financial Advisor 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.