A complete list of active advisors currently associated with Financial Advisory Services

Warmer can help you find a great advisor at Financial Advisory Services or one who fits your needs even better.

The firm provides comprehensive financial planning for middle‑income individuals, with a primary focus on retirement and education funding. It recommends portfolios of no‑load mutual funds and provides advice without selling financial products. The advisor uses the Harold R. Evensky Investment Attitudes Survey and Morningstar research to frame risk tolerance and select mutual funds and 529 plans, emphasizing conservative, long‑term planning, emergency savings and RMD preparedness. Clients receive a mutually agreed Investment Policy Statement and regular written reporting, and the advisor reviews accounts two to four times per year while maintaining no trading authorization or custody of client assets. Compared with peers, the firm does not provide portfolio management for individual accounts and does not charge fees based on a percentage of assets under management. The practice serves a small, predominantly long‑term client roster, conducts business remotely with out‑of‑state clients, accepts new clients primarily by referral, and expects clients to implement and maintain their own investment accounts and records.

To learn more about the advisors currently working at Financial Advisory Services, 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.