A complete list of active advisors currently associated with Farrow Financial Inc

Warmer can help you find a great advisor at Farrow Financial Inc or one who fits your needs even better.

Farrow Financial, Inc. is a fee‑only registered investment adviser that provides comprehensive financial planning, investment management, and consulting to individuals, trusts, estates, charitable organizations, corporations, and retirement and profit‑sharing plans. The firm notes an investment management account minimum of $1,000,000 and waives financial planning fees for clients who engage its portfolio management services. The firm typically begins relationships by developing an individualized financial plan that guides portfolio construction and then implements a global, top‑down investment strategy supplemented by individual company analysis. Its investment process uses a mix of charting, technical, and fundamental analysis, with discretionary portfolio management, ongoing monitoring, periodic client reviews (in person, by phone, or video), and quarterly reporting. A distinctive feature is the firm’s scale relative to its advisory staffing: the brochure reports approximately $280,146,758 in discretionary assets under management while operating as a solo practitioner, an uncommon combination for supported firms. The firm also requires clients to direct custody to independent qualified brokers, discloses that it does not invest in digital assets, and describes practices such as block trading and centralized proxy‑voting procedures that shape execution and oversight.

To learn more about the advisors currently working at Farrow Financial 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
Jody White	South Burlington, VT	17

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For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

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