A complete list of active advisors currently associated with Faith Financial Advisors, Inc.
Warmer can help you find a great advisor at Faith Financial Advisors, Inc. or one who fits your needs even better.
Faith Financial Advisors serves individuals (both high-net-worth and other individual clients), pension and profit-sharing plans, charitable organizations, and businesses; the firm manages approximately $97.2 million for about 280 clients with a two-advisor team. Its services include discretionary asset management (delivered in part through a wrap/third‑party platform), modular financial planning, 401(k) and retirement plan consulting, and educational seminars/workshops. The firm implements discretionary portfolios by allocating assets among institutional strategists and third‑party managers on the AssetMark platform and generally follows a long-term investment orientation while retaining the ability to adjust holdings for market or security‑specific developments. Financial planning is provided using planning software and modular engagements, and advice is delivered using investment and insurance products available through the broker‑dealer with which the firm’s advisors are registered. Noteworthy features include a program of no‑fee educational seminars and workshops for community groups and employers, an offering that is less common among peers, and the firm’s insurance licensing and broker‑dealer registration, which enable implementation of securities and insurance recommendations (and the receipt of commissions in addition to advisory fees) — a potential conflict the firm discloses. The firm also provides a broad suite of retirement plan consulting services (including platform searches, plan benchmarking, participant education, and acting as a co‑fiduciary in certain engagements), which expands its institutional consulting capabilities beyond typical retail advisory offerings.
To learn more about the advisors currently working at Faith Financial Advisors, 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.
Name |
Location |
Years of experience |
|---|---|---|
Loveland, OH
| 34
| |
Loveland, OH
| 5
|
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