A complete list of active advisors currently associated with Deerfield

Warmer can help you find a great advisor at Deerfield or one who fits your needs even better.

Deerfield Financial Advisors serves individuals, retirement plan sponsors, trusts, estates and business entities, offering wealth management, discretionary investment management, financial planning and retirement plan consulting. Its services include ongoing portfolio management, written and modular financial plans, non‑discretionary investment consulting, and participant education and fiduciary management options for employer plans. The firm manages portfolios using model-based strategies overseen by an internal CIO cabinet and a modified passive, asset-class approach that emphasizes diversification, low‑cost funds and limited trading for rebalancing and tax efficiency. Deerfield primarily implements client accounts on the Schwab Advisor Services platform, offers Schwab Institutional Intelligent Portfolios for smaller accounts, and uses Schwab prime broker services to access additional fixed‑income products and new‑issue opportunities. Distinctive elements disclosed in the brochure include a compensated referral arrangement with an unaffiliated adviser (Mark Bell Advisory Services) and the firm’s reliance on Schwab’s institutional technology and services — an arrangement the brochure notes can create incentives to maintain client custody at Schwab. The firm also describes custody practices that include bill‑pay/standing‑authorization access and annual surprise verification where applicable, and it accepts private placement investments under accredited‑investor protocols while excluding those positions from its AUM‑based fee calculations.

To learn more about the advisors currently working at Deerfield, 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.