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

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

Farmingbury Financial Services, LLC provides personalized financial planning, consulting, and portfolio management to individuals, pension and profit‑sharing plans, trusts, estates, charitable organizations, and businesses. The firm operates as an independent, single‑advisor practice and offers both project‑based financial plans and ongoing investment management engagements. The firm adheres to an efficient market philosophy and applies Modern Portfolio Theory, emphasizing asset allocation and periodic rebalancing rather than stock picking or market timing. It frequently refers clients to third‑party advisers that manage model portfolios (for example, Matson Money and Efficient Advisors) and delivers oversight primarily on a non‑discretionary basis. Distinctive features include the advisor’s licensure to sell insurance—insurance recommendations may generate commissions—and the firm’s acceptance of charitable organizations as clients, both of which are less common among independent peers. The firm also discloses that it receives solicitor/referral fees and other forms of compensation from third‑party advisers, and it reports managing roughly $7.8 million of client assets on a non‑discretionary basis, with client approval required for trades.

To learn more about the advisors currently working at Farmingbury 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.