A complete list of active advisors currently associated with Confidant Financial Solutions, LLC

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

Confidant Financial Solutions serves individual clients, including both high-net-worth and other households, by providing discretionary asset management alongside modular financial and retirement planning. The firm supports planning with Money Guide Pro and typically implements ongoing portfolio management through accounts custodied at Schwab. The firm constructs customized allocations from its model portfolios, relying primarily on nine ETFs chosen to reflect the nine Morningstar style boxes and weighted equally for core U.S. equity, with quarterly reviews for rebalancing. Confidant uses both fundamental and technical analysis, may actively trade (including holding positions under 30 days), and the brochure indicates it can implement leveraged or derivative exposures within separately managed accounts as part of its strategies. A distinguishing aspect of the firm is its implementation of derivative or leveraged ETF exposures in managed accounts, which departs from the practices of many independent peers. The brochure also discloses the principal’s role as a licensed insurance agent (with related commission arrangements disclosed to clients) and notes the firm’s use of service providers that incorporate artificial intelligence, for which it performs periodic due diligence.

To learn more about the advisors currently working at Confidant Financial Solutions, 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.