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

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

The firm serves individual and high‑net‑worth clients, offering ongoing portfolio management and comprehensive financial planning. Its advice generally focuses on mutual funds, ETFs, annuities and other insurance‑related products, and it charges asset‑based fees as is common for small independent advisers. Portfolio decisions are documented in individualized Investment Policy Statements and guided by modern portfolio theory and a long‑term trading approach, with regular monitoring tied to each client’s risk tolerance and goals. Uncommonly for peer firms, the majority of the firm’s reported assets are managed on a non‑discretionary basis, so trades are typically executed with client approval rather than under full discretionary authority. A firm principal is also a licensed insurance agent and may recommend commissionable insurance and annuity products alongside advisory services, a relationship the brochure discloses as a potential conflict of interest. The firm also directs clients to third‑party advisers and requires custody through institutional platforms (e.g., Charles Schwab Institutional or Betterment Securities), and it receives fee‑sharing and other third‑party services that can influence adviser and platform selection.

To learn more about the advisors currently working at Context 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.

Name	Location	Years of experience
Josh Ackerman	Lexington, KY	15

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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.

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