A complete list of active advisors currently associated with Farm and Community Advisory

Warmer can help you find a great advisor at Farm and Community Advisory or one who fits your needs even better.

Farm and Community Advisory provides ongoing portfolio management, pension consulting, and financial planning to individuals, pension and profit-sharing plans, and business entities, tailoring services through an Investment Policy Statement for each client. The firm’s advice covers a broad set of investments — including mutual funds, equities, fixed income, ETFs, REITs, private placements, venture capital and annuities — and financial planning is provided to portfolio clients as part of its services. The firm documents client goals, time horizon and risk tolerance and applies a mix of analysis methods (fundamental, quantitative, technical, charting and modern portfolio theory) with a long-term trading orientation. The brochure shows the adviser manages both discretionary and non-discretionary accounts (discretionary assets of $973,397 and non‑discretionary assets of $514,840 as of December 2025) and typically requests discretionary authority while also maintaining non-discretionary relationships. Compared with many peers, the firm is newly established and maintains a very small client base and asset base (roughly $1.49 million across its accounts), and it discloses an affiliated insurance business through which supervised persons may receive compensation for insurance sales. The firm also notes it does not aggregate trades for multiple client accounts, uses institutional custody and receives research and other services from its custodian (Schwab), and it disclaims proxy‑voting authority for client securities.

To learn more about the advisors currently working at Farm and Community Advisory, 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.