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

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

Derks Financial serves individual and high‑net‑worth clients as well as pension and profit‑sharing plans, providing ongoing portfolio management and financial planning services. The firm manages about $80 million for roughly 275 clients through two advisors and documents client goals and risk tolerance in an Investment Policy Statement for each account. The firm combines fundamental and technical analysis and uses both long‑ and short‑term trading strategies, offering discretionary and non‑discretionary management. Investment types include mutual funds, equities, fixed income (including TIPS), ETFs (including precious‑metal sector ETFs), annuities and other insurance products, non‑U.S. securities, venture capital funds and private placements, and the firm requires custody through Schwab Institutional. Compared with many peers, Derks Financial advertises third‑party ratings and has an affiliation with an insurance company while also describing insurance products such as variable annuities in its brochure. The firm’s principal also operates a separate tax and accounting business (Derks Tax & Accounting), devoting specified monthly hours to that practice and deriving a portion of compensation from it, which may provide closer integration of tax and investment advice than is typical for firms of this size.

To learn more about the advisors currently working at Derks 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.