A complete list of active advisors currently associated with Fein Advisors

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

Fein Advisors provides financial planning and investment and retirement plan reviews for individual clients, tailoring recommendations on investments, pre‑ and post‑retirement issues, and tax‑efficient approaches. The firm serves a small roster of individual clients and focuses on delivering personalized plans and perspective on industry alternatives rather than acting as a custodian. The advisor emphasizes education and comparative analysis — for example, discussing the pros and cons of portfolio managers versus tactical asset allocation — and delivers periodic reviews on request or when clients’ situations change. Fein Advisors does not accept discretionary authority over client accounts and does not hold client assets; implementation and custody remain with the client’s chosen broker or custodian. Notably, the firm does not offer portfolio management services for individual accounts and does not use percentage‑of‑assets‑under‑management fee arrangements, both of which are uncommon among independent advisers. The practice is run by an experienced, CFP‑certified former corporate finance director, maintains a small client load with no supervised staff, and discloses occasional personal trading in widely held securities.

To learn more about the advisors currently working at Fein 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.