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 serves individual and high-net-worth clients as well as employer plan sponsors, providing comprehensive financial planning, ongoing portfolio management, and employee benefit plan consulting. The firm offers multiple engagement formats — ongoing subscription planning, project-based work, and hourly engagements — and also manages discretionary investment accounts or refers clients to outside managers. The firm’s investment approach is grounded in Modern Portfolio Theory and favors passive, diversified portfolios built with index mutual funds and ETFs, implemented through either in‑house management or selected sub‑advisors. Crafted Finance conducts due diligence and periodic monitoring of outside managers and uses advisor platforms (including Betterment, Atria, and Altruist) to implement model allocations and trade execution when appropriate. Noteworthy for a two‑advisor, virtual firm with roughly $85 million in assets, Crafted blends advisor-led, subscription-style planning with outsourced and platform-based investment execution and includes employer retirement plan consulting as part of its planning offering. The brochure also discloses operational practices that may affect clients’ experience — such as membership relationships that provide discounts and non‑economic platform benefits, the firm’s practice of reconciling and refunding unearned planning invoices, and limited custody (restricted to fee withdrawals).

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.