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

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

Entrust Financial is a registered investment adviser that provides financial planning, consulting, and investment management to individuals, trusts, estates, pension and profit‑sharing plans, and other business entities. The firm serves roughly 264 clients with a five‑advisor team and manages approximately $350.9 million in client assets. Entrust primarily uses fundamental analysis and a multi‑step process to set long‑term investment objectives and asset allocation, typically implementing portfolios with mutual funds, ETFs, and selected independent managers; the firm also offers alternative investments available on the Schwab platform. Portfolio management is tailored to each client’s goals and risk tolerance and is conducted largely on a discretionary basis. Compared with many peers, Entrust discloses third‑party ratings in its materials, a practice relatively uncommon among similar team firms. The firm also provides limited‑scope ERISA 3(21) fiduciary services for retirement plans and notes the use of certain funds (e.g., DFA) that require advisor pre‑approval — a feature that can affect portability of those holdings — and generally applies a $750,000 account minimum that may be waived in select circumstances.

To learn more about the advisors currently working at Entrust 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.