A complete list of active advisors currently associated with Elderrock Financial LLC

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

Elderrock provides comprehensive financial planning, consulting, and portfolio management to individual clients and to sponsors of employer‑sponsored retirement plans, including pension and profit‑sharing plans. Services for plan clients include asset management, participant education, and advisory support alongside the firm’s work for individuals. The firm’s investment process draws on fundamental and technical analysis as well as modern portfolio theory to build tailored allocations, and it offers both discretionary and non‑discretionary management with ongoing monitoring. Elderrock also integrates retirement planning, tax considerations, hedging strategies, and equity compensation review into its advice and uses third‑party platforms (including Altruist and Betterment) for custody and certain managed accounts. What is distinctive about the firm is its explicit ERISA‑focused practice: Elderrock provides both ERISA fiduciary services and ERISA non‑fiduciary administrative services for retirement plans, including selection and monitoring of designated investment alternatives, creation of model portfolios, and QDIA management—capabilities that are uncommon among similar independent advisers. The firm combines those plan‑level services with individual wealth management and makes financial planning available either as part of ongoing management or on a stand‑alone hourly basis.

To learn more about the advisors currently working at Elderrock 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.

Name	Location	Years of experience
Sean George	Everett, WA	11

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