A complete list of active advisors currently associated with Darda Financial
Warmer can help you find a great advisor at Darda Financial or one who fits your needs even better.
Darda Financial provides portfolio management, comprehensive financial planning, accounting and tax services, life insurance, and business consulting for primarily individual clients and a subset of small businesses and non-profits. The firm offers written comprehensive financial plans, limited consultations, and ongoing discretionary management of client accounts. Investment advice is implemented on a discretionary basis using a mix of fundamental and technical analysis across stocks, mutual funds, ETFs, bonds, and options, with strategy (active or passive) matched to client objectives and risk tolerance. The firm conducts at least annual account reviews and implements client-directed restrictions while assuming responsibility for trade execution and portfolio monitoring. Notable distinctions relative to many peers include the firm’s provision of accounting and tax services in addition to advisory work and the principal’s role as a licensed insurance agent, which may generate separate insurance commissions when insurance products are recommended. The firm also explicitly serves small businesses and non-profits and asks clients to establish custody with a particular broker‑dealer, practices that are less common among independently registered advisors.
To learn more about the advisors currently working at Darda 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 |
|---|---|---|
Winston Salem, NC
| 6
|
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