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.

Name	Location	Years of experience
Clifford Downie	Mission Viejo, CA	22

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev

Find the right match for you

Answer a few quick questions and we'll tailor results to your goals, so you can hire smarter.

Find your advisor

A smarter way to hire an advisor Warmer combines best-in-class advisor data with guidance to help you clarify what you need, understand why an advisor may — or may not — fit, and move forward with confidence. Show more

Compare and choose confidently

Warmer combines best-in-class advisor data with guidance to help you clarify what you need, understand why an advisor may — or may not — fit, and move forward with confidence.

How Warmer works

Thoughtfully vetted, clearly explained Get to know your advisors' credentials, history, specialization, client fit, and communication style. We're selective about who we recommend — and tell you why we think someone fits your situation. Show more

We review transparently

Get to know your advisors' credentials, history, specialization, client fit, and communication style. We're selective about who we recommend — and tell you why we think someone fits your situation.

Our methodology

Always free and always on your side We help you book free consultations with your matches. You only pay an advisor if you decide to hire them. And our support doesn't end with an introduction — we're here to make sure the relationship works for you. Show more

Free. Confidence that lasts

We help you book free consultations with your matches. You only pay an advisor if you decide to hire them. And our support doesn't end with an introduction — we're here to make sure the relationship works for you.

Our ongoing support