A complete list of active advisors currently associated with Financial Advisor Network, Inc.

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

Financial Advisor Network, Inc. provides discretionary portfolio management and retirement planning to individual and high‑net‑worth clients, charging clients primarily on a percentage‑of‑assets basis and handling accounts subject to written investment policy statements. The firm also offers tax preparation, accounting services, and other financial planning support as part of its service menu. The firm employs both fundamental and technical analysis and generally follows a long‑term buy‑and‑hold approach concentrated in individual equities while using no‑load, no‑transaction‑fee index mutual funds and ETFs to control costs. Accounts are managed on a discretionary basis with periodic account reviews and reporting on a roughly quarterly schedule. Financial Advisor Network is affiliated with an accounting practice and its advisory team includes licensed CPAs as well as a CFP® practitioner and an Enrolled Agent; the accounting and advisory businesses cross‑refer clients and provide the respective services for separate, typical compensation. That integrated advisory/accounting structure — together with a small advisory team managing roughly $135 million for about 158 clients — is a distinguishing feature relative to most peers and is addressed in the firm’s disclosure and conflict‑management policies.

To learn more about the advisors currently working at Financial Advisor Network, 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.