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

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

Expert Financial Services, LLC works primarily with individual investors and also serves pension and profit-sharing plans, charitable organizations, businesses, and trusts. The firm offers managed account services that include asset allocation, portfolio supervision, consolidated reporting, and periodic recommendations across a range of securities including stocks, bonds, mutual funds, ETFs, options and REITs. The firm operates on a primarily non‑discretionary basis, executing transactions at the direction of clients, and uses fundamental, technical and cyclical analysis when formulating investment advice. It implements both long‑ and short‑term strategies, including trading, margin use, and options writing (including covered and uncovered strategies), and conducts ongoing portfolio reviews and reporting. A notable feature is that the firm’s principal is also a registered representative of a broker‑dealer and effects securities transactions (typically routed through that broker‑dealer with National Financial Services as clearing agent), so the firm serves both fee‑based and commission clients and discloses the attendant conflicts of interest. Compared with peers, the firm’s substantial non‑discretionary assets under management and its inclusion of charitable and pension plan clients are atypical for a single‑advisor independent practice.

To learn more about the advisors currently working at Expert Financial Services, 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.