A complete list of active advisors currently associated with Financial Architects, LLC

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

Financial Architects serves individuals, trusts, estates, and charitable organizations, providing comprehensive financial planning, discretionary portfolio management, and project-based consulting. The firm typically develops a client-specific Financial Profile and Investment Plan that it implements on an ongoing basis, and it also delivers standalone written financial plans and consulting engagements. Investment decision-making is grounded in academic research: portfolios are implemented primarily with low-cost mutual funds and ETFs, with deliberate factor tilts toward value and momentum and an intentional bias to smaller-company exposure for added diversification. Portfolios emphasize broad diversification and low turnover, may include modest allocations to alternatives and TIPS, and use opportunistic tax-loss harvesting while acknowledging the potential for tracking error versus common benchmarks. Noteworthy aspects of the firm include a compact three-advisor team managing roughly $199 million for about 100 clients and a practice design that commonly links ongoing portfolio management to an initial planning engagement. The firm manages all assets on a discretionary basis, treats cash as part of its fixed-income allocation (including cash in reported assets under management), provides non-investment consulting and industry training through senior staff, and does not vote proxies for client securities.

To learn more about the advisors currently working at Financial Architects, LLC, 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.