A complete list of active advisors currently associated with Csa Financial Management, Inc.

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

CSA Financial Management provides asset management and financial planning services to individuals (including high‑net‑worth clients), trusts and estates, reporting roughly $33.2 million in assets under management for about 70 clients. The firm delivers investment recommendations and ongoing portfolio oversight while custodial and trade execution services are provided through Schwab Institutional. The firm emphasizes strategic asset allocation implemented primarily with mutual funds and ETFs, a long‑term buy‑and‑hold orientation, and periodic suitability reviews documented at least annually. Unlike most independent advisers, client accounts are managed on a non‑discretionary basis—transactions are executed only with client approval—so clients retain decision authority over trades. Notable operational features include an explicit policy to avoid conflicts of interest (stating its sole revenue source is a flat asset‑management fee and that it does not engage in revenue‑sharing or similar arrangements) and formal procedures for annual compliance and personal trading reviews. The adviser also shares ownership, management and office resources with an affiliated accounting and tax‑preparation firm and receives compensation for accounting and tax services provided through that affiliated entity.

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