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.
You can also browse Connect Financial Advisors's office locations.
Name |
Location |
Years of experience |
|---|---|---|
Providence, UT
| 18
| |
Logan, UT
| 0
| |
Providence, UT
| 20
| |
Providence, UT
| 18
|
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)