A complete list of active advisors currently associated with Crafted Finance, LLC

Warmer can help you find a great advisor at Crafted Finance, LLC or one who fits your needs even better.

Crafted Finance, LLC advises individuals and high-net-worth households as well as employers on participant-directed retirement plans, serving both retail clients and pension or profit-sharing plan sponsors. The firm offers ongoing subscription-style and project-based financial planning, investment management, and employee benefit plan consulting and participant education. Investment decisions are guided by Modern Portfolio Theory and implemented primarily with passive, index-based mutual funds and ETFs, with portfolios tailored to client goals and risk tolerance. The firm also uses outside managers and advisor platforms (including third-party sub-advisors and custodial/execution platforms) to implement discretionary allocations and to monitor underlying holdings. What is distinctive for a firm of this size is the explicit inclusion of pension/profit-sharing plan clients and pension consulting among its services, and the practice of including employer retirement-plan consulting as part of planning engagements. The brochure also documents a formal billing reconciliation process for planning work and the firm’s use of outside-manager relationships and advisor platforms to scale portfolio implementation and reporting.

To learn more about the advisors currently working at Crafted Finance, 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
Joe Wride	Seattle, WA	17

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