A complete list of active advisors currently associated with Financial Alternatives, Inc.
Warmer can help you find a great advisor at Financial Alternatives, Inc. or one who fits your needs even better.
Financial Alternatives, Inc. advises individuals, retirement plans, business entities, trusts, estates and charitable organizations, serving both non‑high‑net‑worth and high‑net‑worth clients. The firm manages about $615 million in client assets and is run by a six‑person advisory team; it provides discretionary portfolio management and stand‑alone wealth advisory and financial planning services and may recommend unaffiliated third‑party or independent managers. Portfolios are typically diversified across U.S. and international equities, REITs, fixed income, mutual funds and ETFs, and the firm implements long‑term, short‑term and trading strategies as appropriate, with the potential use of options and short sales. Financial Alternatives conducts ongoing supervisory reviews, offers fee‑based planning engagements, and can aggregate client-held assets on account‑reporting platforms (eMoney or similar) that include assets not managed directly by the firm. A notable, and relatively uncommon, practice disclosed in the brochure is the firm’s handling of borrowing: it permits margin and pledged‑asset loans and includes margined account value when calculating advisory fees, while stating it does not recommend margin for investment purposes and will generally limit borrowing to specific short‑term needs. The firm also works with private investment funds, may use interval funds, and advises clients on cryptocurrency exposure through exchange‑traded securities or third‑party managers rather than making discretionary crypto purchases.
To learn more about the advisors currently working at Financial Alternatives, 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.
You can also browse Financial Alternatives, Inc.'s office locations.
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