A complete list of active advisors currently associated with Couric Financial
Warmer can help you find a great advisor at Couric Financial or one who fits your needs even better.
Couric Financial provides investment advisory and financial planning services to individuals (including high‑net‑worth clients), trusts, estates, endowments and businesses. Its service offerings include discretionary portfolio management, standalone financial planning engagements (offered on hourly or subscription bases), and the option to implement portfolios through an automated program on the Schwab Institutional Intelligent Portfolios platform. The firm describes a fundamentals‑based, generally long‑term investment approach and constructs customized portfolios using mutual funds and ETFs and, when appropriate, individual stocks, closed‑end funds, REITs and options; it also may retain legacy positions for tax or portfolio‑fit reasons. Couric Financial monitors accounts regularly, rebalances and may recommend trades for tax harvesting, sector or allocation adjustments, or to meet changing client needs and risk tolerances. Distinctive elements disclosed in the brochure include advisor professional activities beyond advisory services — the principal holds Enrolled Agent tax credentials and is a licensed insurance professional and offers tax‑preparation and insurance services separate from investment advice, which the firm identifies as potential conflicts of interest. The firm also combines bespoke management with an automated Schwab advisory option, participates in Schwab Advisor Services (receiving institutional benefits), operates on a directed‑brokerage model with custodial fee billing, and does not accept proxy‑voting responsibility for client securities.
To learn more about the advisors currently working at Couric Financial, 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 |
|---|---|---|
Lynch Station, VA
| 25
|
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