A complete list of active advisors currently associated with Ensemble Financial, Inc.

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

Ensemble Financial serves individuals (including high-net-worth clients), pension and profit-sharing plans, and corporate entities, providing ongoing portfolio management, financial planning, and referrals to third‑party money managers. The brochure indicates the firm uses percentage-of-AUM advisory arrangements and offers standard portfolio management services for individual clients. The firm structures client relationships around an Investment Policy Statement tailored to goals, tax circumstances, and risk tolerance, and uses both fundamental and technical analysis to implement strategies that can include long- and short-term trading, margin transactions, and options writing. For ongoing supervisory accounts it may receive discretionary authority, conducts quarterly account reviews by its principal, and delivers custodian statements at least monthly. What is distinctive in the brochure is the firm’s explicit use of third‑party relationships and intermediary activities: it discloses a fee‑sharing arrangement with a named third‑party money manager and intermediary/referral agreements with lender firms that produce referral compensation, and the firm’s principal also maintains broker and insurance registrations. The brochure also reports no assets under management as of December 2024 and notes the firm may work with pooled investment vehicles, other investment advisers, investment companies, and banking/thrift clients — client types and affiliations that are less common among similarly supported firms.

To learn more about the advisors currently working at Ensemble Financial, Inc., 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.