A complete list of active advisors currently associated with Conklin Financial Management, LLC

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

Conklin Financial Management, LLC provides ongoing discretionary portfolio management and related financial planning to individuals, high‑net‑worth individuals and 401(k) plans. The firm reports managing about $1.42 million across 13 clients and discloses that financial planning is included with its portfolio management services and there is no account minimum. Investment decisions are implemented under a written Investment Policy Statement and combine fundamental analysis and modern portfolio theory with a long‑term trading orientation; the adviser typically requests discretionary authority to execute transactions. Conklin Financial generally limits recommendations to mutual funds, ETFs, equities, fixed income, annuities and TIPS, and states a primary preference for exchange‑traded funds. Noteworthy operational features include a requirement that client accounts be custodied at specific platforms (Altruist Financial, Betterment Advisor Solutions, or Guideline) and disclosure that the firm may receive research or other soft‑dollar benefits from custodians. The brochure also notes that the principal is a licensed insurance agent who does not sell insurance or accept commissions, and that the firm has paid third‑party referral sources such as SmartAdvisor by SmartAsset and Retirement Resource Connections.

To learn more about the advisors currently working at Conklin Financial Management, 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.