A complete list of active advisors currently associated with Excel Financial, LLC

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

Excel Financial provides fee‑based financial planning and investment management to individuals (including high‑net‑worth clients), pension and profit‑sharing plans, charitable organizations, and businesses. The firm offers both discretionary and non‑discretionary portfolio management, comprehensive financial planning, and retirement plan advisory services. Investment programs are documented in an investment policy statement and built around client goals, time horizons, and risk tolerance, using fundamental, technical, and cyclical analysis with both long‑ and short‑term strategies. Accounts are reviewed at least annually (with more frequent monitoring as conditions warrant), and the firm will trade with client‑granted discretionary authority when authorized. The brochure discloses that a firm member is a licensed insurance agent and spends approximately 1% of their time on insurance activities, and that any related compensation is disclosed and subject to the firm’s conflict‑mitigation procedures. The firm also works with outside professionals such as accountants and tax preparers and highlights the ability to serve in ERISA 3(21) and 3(38) roles for retirement plans, a combination of services that distinguishes its practice mix from many peers.

To learn more about the advisors currently working at Excel 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.