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 advises individuals (both non‑HNW and high‑net‑worth), retirement plan sponsors, trusts, estates and corporate clients, offering Wealth Management that combines investment management, financial planning and consulting. The firm serves roughly 310 clients and reports about $1.176 billion in assets under management, delivered by a six‑advisor team operating from eight offices. Deerfield implements individualized portfolios through multiple firm models and a monthly CIO Cabinet review, describing a modified passive, asset‑class fund approach that emphasizes diversification, low turnover and long‑term holding. The firm manages both discretionary and non‑discretionary accounts, uses Charles Schwab as its primary custodian and makes Schwab’s Institutional Intelligent Portfolios available for smaller accounts. Compared with many peer team firms, Deerfield’s multi‑office structure is notable, and its public communications include endorsements, client testimonials and advertising of third‑party ratings—practices that are uncommon among similar advisors. Its Schwab relationship also provides prime‑brokerage capabilities (access to new‑issue bonds and broader fixed‑income inventory), and its disclosures indicate support for features such as borrowing in separately managed accounts, a service offered by relatively few firms in this category.

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.