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
| 10
| |
Monument, CO
| 4
| |
Monument, CO
| 19
| |
Monument, CO
| 8
| |
Monument, CO
| 18
|
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)