A complete list of active advisors currently associated with Federal Benefits Advisors

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

Federal Benefits Advisors serves individual clients, with a primary focus on federal and state employees, providing financial planning and consulting, education on government benefits, and advice related to sub-advisor mutual funds held in variable annuities. The firm also assists clients in selecting third-party money managers and offers seminars and workshops on federal benefits and Social Security options. The firm delivers tailored advice on a non-discretionary basis and conducts periodic account reviews and reporting, while clients retain authority to implement recommendations. For investment management the adviser typically refers clients to independent third‑party asset managers and monitors those relationships rather than exercising trading discretion or taking custody of client assets. What distinguishes the firm from many peers is the combination of its focus on benefits education (seminars and individualized benefit analyses) and its licensed insurance activities, alongside an asset base concentrated in non‑discretionary variable annuity sub‑accounts. The firm does not provide direct portfolio management for individual accounts, instead relying on third‑party managers and sub‑advice for investment implementation and receiving referral/solicitor compensation in those arrangements.

To learn more about the advisors currently working at Federal Benefits 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.

Name
Location
Years of experience
Marilyn Miller profile photo Marilyn Miller
Poulsbo, WA
22
Warmer team member

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