A complete list of active advisors currently associated with Family Faith & Finance Asset Management
Warmer can help you find a great advisor at Family Faith & Finance Asset Management or one who fits your needs even better.
Family Faith & Finance Asset Management is a sole‑proprietorship registered investment adviser with a single advisor serving a very small client base that includes individual investors and pension/profit‑sharing plans. The firm offers discretionary asset management, financial planning and consulting, and ongoing pension consulting, with planning work that can address retirement, estate, tax, corporate structure, cost segregation and real estate analysis. The firm emphasizes individualized portfolios with continuous supervision and at‑least‑quarterly reviews, using a mix of fundamental and technical analysis (including charting and cyclical methods) and employing a range of strategies from long‑ and short‑term holdings to active trading, short sales and margin where appropriate. When providing services to employer retirement plans, the firm says it will act as an ERISA Section 3(21) fiduciary and follows Department of Labor impartial conduct standards for plan advice. What is noteworthy about this practice is the combination of small scale — a single advisor managing under $1 million for a handful of clients — with the provision of ongoing pension consulting to plan sponsors, a service that is less common among peers in this category. The brochure also discloses a prior state registration termination in 2014 for nonpayment that the firm reports as resolved, and its stated asset‑management account minimum may be notable given the firm’s overall assets and client count.
To learn more about the advisors currently working at Family Faith & Finance Asset Management, 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 |
|---|---|---|
Bartlesville, OK
| 26
|
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