A complete list of active advisors currently associated with Farnsley Advisors

Warmer can help you find a great advisor at Farnsley Advisors or one who fits your needs even better.

Farnsley Advisors provides ongoing portfolio management and financial planning to individuals, high‑net‑worth clients, and pension or profit‑sharing plans, with an account minimum generally set at $50,000. The firm produces individualized Investment Policy Statements and offers discretionary portfolio management as well as one‑time financial planning engagements. The firm uses a blend of analytical methods — including fundamental, quantitative, technical, cyclical and charting analysis — and pursues a range of strategies such as long‑ and short‑term trading, options and margin transactions, equities, fixed income, ETFs (including precious‑metal ETFs) and annuities. Risk tolerances and time horizons are documented in client IPSs, accounts are reviewed at least quarterly, and the firm typically requests discretionary trading authority for implementation. Notably, some of the firm’s principals are licensed insurance agents and may offer commissionable insurance and annuity products to clients, a relationship the brochure discloses as a potential conflict of interest and for which clients are not required to purchase through the firm. The firm also manages all client assets in‑house rather than selecting outside advisers, and it may require clients to use specified custodians while accepting certain research or “soft dollar” benefits from broker‑dealers.

To learn more about the advisors currently working at Farnsley Advisors, 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.