A complete list of active advisors currently associated with Concinnus Financial, Inc

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

Concinnus Financial provides discretionary investment management and financial planning primarily to individual and high-net-worth clients, and also offers retirement-plan consulting and participant education. The firm delivers tailored investment policies and written or electronic financial plans, and charges advisory and hourly planning fees as described in its brochure. The firm combines fundamental, technical, cyclical and charting analysis to construct client-specific asset allocations and manages accounts on a discretionary basis, typically recommending Interactive Brokers as custodian and using block trading when appropriate. Clients receive regular quarterly reviews and written reports, and the firm integrates its internal research and published commentary into its portfolio decisions. Noteworthy for a firm of its size, Concinnus operates an in-house tax preparation and accounting practice alongside advisory services, allowing it to provide coordinated tax planning and tax-preparation support. The firm’s investment research is supplemented by a principal’s outside publishing activity — the principal is a 50% owner of Chip Stock Investor LLC and spends about 10% of his time producing market and stock commentary (distributed via Discord), material the firm uses in making investment decisions.

To learn more about the advisors currently working at Concinnus Financial, Inc, 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.