A complete list of active advisors currently associated with Fair Weather Strategies LLC

Warmer can help you find a great advisor at Fair Weather Strategies LLC or one who fits your needs even better.

Fair Weather Strategies is an independent, solo registered investment adviser that provides ongoing asset management, modular financial planning, and standalone divorce financial counseling to individuals, high‑net‑worth clients, business owners, trusts, and other entities. The firm offers discretionary private wealth management agreements, prepares financial plans using MoneyGuidePro, and provides divorce financial analysis following Certified Divorce Financial Analyst (CDFA®) methodology. Investment advice emphasizes Exchange Traded Funds and individual equities and uses both fundamental and technical analysis, with a long‑only buy‑and‑hold approach as the primary strategy while permitting tactical adjustments when warranted. The firm typically recommends custody with Interactive Brokers, conducts regular (at least quarterly) account reviews, and can oversee held‑away retirement plan participant accounts via a third‑party aggregation platform. A distinctive feature noted in the brochure is the firm’s use of performance reporting and the advertising of performance results, a practice that is uncommon among solo independent advisers. The brochure also discloses niche elements—standalone divorce counseling by a CDFA® practitioner, the use of third‑party tools to manage held‑away assets, and a solicitor referral arrangement—that differentiate its service mix from many peers.

To learn more about the advisors currently working at Fair Weather Strategies 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.