A complete list of active advisors currently associated with Federmann Financial Advisors Inc.
Warmer can help you find a great advisor at Federmann Financial Advisors Inc. or one who fits your needs even better.
Federmann Financial serves individual and high‑net‑worth clients, providing discretionary portfolio management and, when requested, financial planning and consulting services. The firm also offers non‑discretionary advisory for variable life/annuity subaccounts and employer‑sponsored retirement plan platforms, and will provide standalone tax preparation services on request. Investment allocations are generally across bonds, mutual funds, and exchange‑traded funds, with strategies that range from long‑term holdings to shorter‑term trading and use of specialized ETF structures such as buffer ETFs; accounts are monitored on an ongoing basis and clients may access account aggregation and planning tools (eMoney/Advyzon) that include assets the firm does not manage. The brochure notes use of mutual fund families that require adviser access in some cases and treats cash as an asset class when implementing portfolios. What is distinctive about the firm is that its principal is a licensed CPA and the adviser offers in‑house tax preparation and enrolled‑agent services, a practice the brochure identifies as a potential conflict of interest when recommended. The firm also limits discretionary authority for cryptocurrency investments—preferring to recommend exposure via exchange‑traded securities or third‑party managers rather than direct purchases—and does not vote client proxies, leaving proxy voting to clients.
To learn more about the advisors currently working at Federmann Financial Advisors 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.
You can also browse Federmann Financial Advisors Inc.'s office locations.
Name |
Location |
Years of experience |
|---|---|---|
Rocky Point, NY
| 5
| |
Tampa, FL
| 4
| |
Rocky Point, NY
| 1
|
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