A complete list of active advisors currently associated with Downie Financial Group

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

Downie Financial Group is a small, state‑registered independent investment adviser managing roughly $35 million in discretionary assets for about 133 individual and business clients. The firm offers discretionary portfolio management and a range of financial planning services, including comprehensive plans delivered via upfront fixed fees, hourly engagements, or ongoing retainers, and it provides periodic educational seminars on a pro‑bono basis. The firm’s investment approach centers on passive portfolio construction using index mutual funds and exchange‑traded funds to achieve targeted asset‑class exposures, low internal costs, and tax efficiency, with asset allocation guided by each client’s investment policy and risk tolerance. Complementing its passive framework, the adviser also employs fundamental, technical, cyclical and charting analysis and routinely manages accounts on a discretionary basis. Distinctive aspects noted in the brochure include acting as both sponsor and portfolio manager for a wrap fee program and offering pro‑bono seminars and speaking engagements, features that are uncommon for similar solo independent advisers. The firm’s materials reference third‑party ratings, it provides written reporting to clients with at least $100,000 under management, and it discloses a recommended custodian relationship (and related soft‑dollar benefits) in its disclosures.

To learn more about the advisors currently working at Downie Financial Group, 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.