A complete list of active advisors currently associated with Donald W. Cash & Associates, LLC
Warmer can help you find a great advisor at Donald W. Cash & Associates, LLC or one who fits your needs even better.
The firm serves individual and high-net-worth clients, offering personalized financial planning and consulting alongside co-advisory services with third‑party money managers. Typical planning topics include cash‑flow and tax analysis, retirement and estate planning, insurance review, and assistance with third‑party manager paperwork and periodic account reviews. Investment advice is delivered through third‑party managers (Matson Money and Focus Partners) that implement Modern Portfolio/Efficient Market allocation models with periodic rebalancing; those managers have discretionary trading authority while the firm does not custody client assets or accept discretionary trading. The firm bills planning work on a fixed or hourly basis and receives co‑advisory fees remitted from the third‑party platforms rather than executing and managing client accounts directly. Noteworthy differences from many solo independent advisers include the managing member’s separate activities as a licensed insurance producer and affiliated insurance entities, which the brochure discloses as a potential conflict that is addressed by firm procedures and client disclosures. The firm’s role as a co‑advisor (rather than a direct portfolio manager or custodian), its policy not to vote proxies on client holdings, and its no‑minimum account approach are operational features that distinguish it from peers that more commonly provide direct portfolio management.
To learn more about the advisors currently working at Donald W. Cash & Associates, 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 |
|---|---|---|
Red Bank, NJ
| 16
|
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