A complete list of active advisors currently associated with Fenger Financial, PLLC

Warmer can help you find a great advisor at Fenger Financial, PLLC or one who fits your needs even better.

Fenger Financial serves individual investors as well as pension and profit-sharing plans, trusts, estates, corporations and other business entities, providing discretionary investment management, financial planning and small-business retirement plan services. The firm manages approximately $24.6 million on a discretionary basis and offers financial planning and consulting alongside portfolio management. Investment approach combines active management with a strategic asset-allocation framework, typically constructed using mutual funds and ETFs (with individual equities and bonds used when appropriate) and tailored to clients’ time horizons, risk tolerance and goals. Accounts are monitored on an ongoing basis with periodic reviews and are custodied through a single qualified custodian as part of the firm’s operating practices. What distinguishes the firm from many peers is the owner’s CPA credential and the provision of tax and accounting services through the advisory practice, along with the ability to advise and service corporate/business clients and retirement plans — services that are relatively uncommon among independent, state-registered advisory firms. The principal is also a licensed insurance agent, and the firm discloses that insurance product sales and related compensation can present potential conflicts that are addressed in its disclosures and procedures.

To learn more about the advisors currently working at Fenger Financial, PLLC, 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.