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

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

Countryside Financial serves individual and high‑net‑worth clients with discretionary portfolio management, financial planning, and account management across both traditional brokerage accounts and specialized vehicles such as advisory-based annuities and direct‑at‑fund mutual fund accounts. The firm participates in the AssetMark wrap‑fee platform and manages assets both on that platform and through separate advisory arrangements. In its investment work the firm commonly uses model portfolios and may delegate management to third‑party sub‑advisors on the AssetMark platform, operating under discretionary authority to implement strategies informed by fundamental, cyclical and modern portfolio theory analysis. Financial planning is offered through fixed‑package and hourly engagements and is presented as a distinct service that clients may elect separately from ongoing portfolio management. A distinctive aspect of the firm is that its advisory personnel are licensed insurance agents and the firm provides annuity management through Jackson National Life, which results in commission‑based compensation in addition to advisory fees — a combination that the brochure notes creates potential conflicts of interest and is relatively uncommon among peers. Countryside Financial also provides direct‑at‑fund account management for certain mutual fund share classes (including American Funds) and discloses arrangements intended to limit fee layering when sub‑advisors are used.

To learn more about the advisors currently working at Countryside 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.