Favor Wealth Advisors, LLC

Favor Wealth Advisors, LLC provides discretionary asset management, financial planning, retirement plan consulting, and a specialized income‑focused portfolio service for individuals, high‑net‑worth clients, trusts, and employer plans. The firm reports approximately $88.8 million in discretionary assets and implements portfolios using individual stocks, bonds, mutual funds, ETFs, options, REITs, private equity and other alternatives, and may engage third‑party sub‑managers to implement strategies.

The firm tailors advice to client objectives, risk tolerance and time horizon, monitors and rebalances accounts periodically, and uses a blend of fundamental, quantitative, technical, sector and cyclical analysis along with duration management for fixed‑income exposures. It outsources certain operational functions (including third‑party reporting platforms) and may delegate limited discretionary authority to sub‑managers while conducting initial and ongoing due diligence on those managers.

Distinctive features disclosed in the brochure include that firm representatives are licensed insurance agents who offer commissionable insurance products, a relationship the firm acknowledges as a potential conflict of interest. The brochure also discloses a prior SEC enforcement matter involving a firm principal that resulted in a censure, monetary penalties and a cease‑and‑desist order, and it describes policies intended to address conflicts from insurance sales and sub‑manager referrals.