A complete list of active advisors currently associated with Deep Blue Financial LLC

Warmer can help you find a great advisor at Deep Blue Financial LLC or one who fits your needs even better.

Deep Blue Financial LLC provides investment advisory services to individuals, families, and related entities, offering portfolio management, retirement income planning, and investment consulting. It generally charges asset-based advisory fees and serves both retail clients and accredited investors. The firm constructs low-cost, tax-aware portfolios primarily using diversified ETFs, implements loss-harvesting and periodic rebalancing, and may incorporate individual equities for customization. Unlike most independent peers, a substantial portion of DBF’s assets are managed on a non-discretionary basis, meaning clients retain trade decision authority while the firm provides recommendations. DBF makes private or alternative investment allocations available to accredited clients through platform providers such as Fidelity’s alternative investment program and iCapital, and it reviews accounts quarterly. The firm does not maintain custody of client assets, bills fees from client accounts for tax efficiency when appropriate, and operates as a small, solo practice—features that may be relevant for investors seeking advisor guidance with retained trading control and access to alternative offerings.

To learn more about the advisors currently working at Deep Blue Financial 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
Adam Faust	Northbrook, IL	22

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For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

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