A complete list of active advisors currently associated with Confiance Financial LLC

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

Confiance Financial provides discretionary investment management and comprehensive financial planning to individual clients, including high‑net‑worth individuals, and constructs portfolios using diversified mutual funds, ETFs and, when appropriate, individual securities. The firm also offers stand‑alone and ongoing financial planning across tiered service levels. Investment decisions are grounded in fundamental analysis with a primarily long‑term orientation, while retaining flexibility to rebalance or use shorter‑term trades to meet client objectives or manage risk. The advisor may implement portions of client portfolios through unaffiliated independent managers accessed via an institutional model marketplace and performs initial and ongoing oversight of those managers. Distinctive for a small, recently formed advisor, the firm discloses that it serves high‑net‑worth clients, offers hourly financial planning engagements in addition to its asset‑based and recurring planning arrangements, and selects third‑party advisers to execute model strategies. The firm also maintains an institutional relationship with a custody/platform provider that supplies software and operational support and discloses a principal’s concurrent executive role at a technology/back‑office provider.

To learn more about the advisors currently working at Confiance 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.