A complete list of active advisors currently associated with Financial Celebrations

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

Financial Celebrations provides individualized asset management and consulting primarily for individual clients, and it also lists trusts, retirement plans and business entities as potential client types. The firm is newly registered and currently reports no assets under management or active advisors while disclosing an asset management offering that includes ongoing monitoring and rebalancing. The firm’s approach centers on tailored portfolios and may include discretionary authority; it describes using fundamental, technical and cyclical analysis to construct portfolios that can include individual stocks, bonds, ETFs, mutual funds, options and municipal debt. Portfolios are reviewed continuously with long- and short-term purchase strategies, and the brochure notes the firm generally does not permit broad client-imposed trading restrictions except on a case-by-case basis. What sets this firm apart from many peers is the combination of offering direct portfolio management for individual clients despite reporting no active advisors or AUM, and an explicit statement that it is not a private fund adviser. The firm also documents a broad toolkit—including option trading and cyclical analysis—and a custodial recommendation relationship that provides institutional services to the adviser, which may influence operational practices relative to similarly small or newly registered firms.

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