A complete list of active advisors currently associated with Financial Action, Inc.
Warmer can help you find a great advisor at Financial Action, Inc. or one who fits your needs even better.
Financial Action, Inc. is an SEC‑registered investment adviser that provides discretionary and non‑discretionary investment management, financial planning, and retirement plan fiduciary and non‑fiduciary services to individuals, families, trusts, retirement plans, and corporations. The firm operates under trade names including Financial Future Services and Elevated Financial Planning and offers one‑time and ongoing financial plans, legacy position management, and occasional impersonal seminars. Portfolios are managed primarily in equities, fixed income, mutual funds, and ETFs using a mix of cyclical, secular, and fundamental analysis with a preference for long‑term holdings and periodic rebalancing; the firm may also recommend alternative investments or maintain sizable cash positions when deemed appropriate. Financial Action leverages institutional custody and reporting (including Schwab Advisor Services and MoneyGuide Pro for consolidated reporting of excluded assets) and managed approximately $99.7 million of its $100.3 million in AUM on a discretionary basis as of December 31, 2025. Notable features in the firm’s ADV include its recent SEC registration after surpassing $100 million in AUM and a relatively large client base for a five‑advisor team (464 clients), which results in a higher client‑to‑advisor workload than many peers. The firm also discloses affiliations and d/b/a entities and that some investment adviser representatives are licensed insurance agents who may receive commission compensation, arrangements the brochure identifies and describes as potential conflicts of interest.
To learn more about the advisors currently working at Financial Action, 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.
Name |
Location |
Years of experience |
|---|---|---|
Monument, CO
| 10
| |
Monument, CO
| 3
| |
Monument, CO
| 19
| |
Monument, CO
| 8
| |
Monument, CO
| 18
|
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