A complete list of active advisors currently associated with Figtree Financial Advisors, LLC

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

Figtree Financial Advisors serves individual and high‑net‑worth clients, providing discretionary asset management, financial planning and consulting, portfolio monitoring and pension consulting. The firm is a small, privately held RIA (formed in 2019 and wholly owned by its managing member) that manages roughly $32 million across about fifty clients and offers both managed accounts and written financial plans. The firm tailors portfolios to client goals and monitors them on an ongoing basis, using a mix of asset allocation, fixed‑income strategies, and both long‑ and short‑term security selections. Its stated methods of analysis include fundamental, technical (charting), cyclical and sector analysis, and it generally acts as a discretionary manager while also offering consultative portfolio monitoring where clients execute trades. A distinguishing feature is that the firm’s representatives are licensed insurance agents who offer insurance products and receive customary commissions, a practice the brochure discloses as a conflict of interest and describes steps taken to mitigate. This combination of investment advisory services with commissionable insurance sales is less common among similar firms and is explicitly acknowledged in the firm’s disclosures.

To learn more about the advisors currently working at Figtree Financial Advisors, LLC, 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.