A complete list of active advisors currently associated with Feldman, Ingardona & Co

Warmer can help you find a great advisor at Feldman, Ingardona & Co or one who fits your needs even better.

Feldman, Ingardona & Co. provides investment advisory services to high‑net‑worth individuals and families, institutions, pension and profit‑sharing plans, trusts and business entities, generally requiring a $5,000,000 minimum account size. The firm offers discretionary and non‑discretionary portfolio management centered on organizing portfolios, establishing long‑term strategic asset allocation, and selecting investment managers, mutual funds and ETFs. The investment approach emphasizes a long‑term strategic asset allocation supplemented by opportunistic tactical shifts based on fundamental and technical analysis, using a mix of active managers and low‑cost passive funds. The firm conducts quarterly performance reporting and manager due diligence, reviewing managers whenever significant operational changes occur. Noteworthy aspects include an affiliated tax preparation company (Strategic Tax Services LLC) owned by firm principals, with tax services provided separately and conflict disclosures encouraging clients to consider other providers, and the availability of insurance products through a licensed employee with disclosed commission treatment. The firm manages approximately $1.73 billion across six advisors—resulting in an unusually high AUM per advisor—and generally does not serve smaller, non‑high‑net‑worth individual accounts.

To learn more about the advisors currently working at Feldman, Ingardona & Co, 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.