A complete list of active advisors currently associated with Coordinated Financial Management

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

Coordinated Financial Management provides investment management and financial planning primarily for individual investors and IRA or tax‑deferred accounts, and also manages assets for some corporate and nonprofit/charitable entities. While most independent peers focus on individuals, the brochure specifically notes nonprofit entity money is included among its managed assets. The firm describes a flexible, account‑specific approach that blends value, fundamental and technical analysis, emphasizes industry and geographic diversification, and tailors allocations to clients’ risk tolerance, cash flow and timelines. Portfolios are managed discretionarily unless otherwise directed, and planning services are included at no extra charge for clients who use the manager’s investment services. Noteworthy aspects include explicit work with charitable organizations and active participation on local investment and nonprofit boards, indicating involvement with institutional and nonprofit governance beyond typical retail advisory work. The brochure also highlights long prior trust‑department experience, the use of custodial accounts with limited power of attorney (no custody of client funds), and an absence of professional liability insurance.

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