A complete list of active advisors currently associated with DEFINE Financial, LLC

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

Define Financial, LLC is an SEC-registered investment adviser that serves individuals, high-net-worth clients, and select charitable organizations. The firm provides discretionary investment management, comprehensive financial planning, and pension consulting, managing roughly $314.6 million for about 119 client relationships through a three-advisor team. The firm generally implements passive, risk-based portfolios built from no-load mutual funds and ETFs and retains discretionary authority to make trading decisions consistent with each client’s goals and risk tolerance. Financial planning is offered both directly and through a sub-advisory relationship with a third‑party planner (Domain Money), with ongoing monitoring and periodic plan reviews as part of the service model. What distinguishes Define Financial from many peers is its boutique staffing relative to assets under management and its use of a formal third‑party planning relationship that includes a revenue-sharing arrangement with that planner, a disclosed potential conflict of interest. The firm also provides pension consulting and, when serving employer plans, acknowledges ERISA fiduciary responsibilities—services that are not universal among similarly sized advisers.

To learn more about the advisors currently working at DEFINE 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.