A complete list of active advisors currently associated with Connect Financial Advisors

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

Connect Financial Advisors provides discretionary portfolio management and written financial planning to individual and high‑net‑worth clients as well as small businesses, trusts, and other entities. The firm generally charges asset‑based fees billed monthly in advance and offers portfolio management for both taxable and retirement accounts, consistent with common practices among peers. The firm develops an investment policy statement for each client and manages accounts under discretionary authority, using a mix of long‑term and tactical strategies tailored to client objectives and risk tolerances. Its investment process draws on fundamental, technical, and cyclical analysis and can include the use of margin, short sales, and third‑party planning software; the brochure also discloses that some service providers use artificial intelligence or machine learning, which the firm monitors as a risk factor. What distinguishes the firm is that several of its principals are licensed insurance agents and may offer commissionable insurance products, a potential conflict the firm discloses and supervises, and that one partner serves as general partner of a private investment fund in which some clients may invest. The firm also operates from multiple offices (more locations than many supported peers) and documents client restrictions in writing while not voting client proxies.

To learn more about the advisors currently working at Connect Financial Advisors, 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.