A complete list of active advisors currently associated with Financial Client

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

Financial Client provides discretionary portfolio management, non‑discretionary assets‑under‑advisement services, and a Promoter Service that facilitates client relationships with registered third‑party money managers. The firm also offers educational seminars and workshops and provides an initial complimentary consultation to discuss client goals. The firm’s investment recommendations are framed around a long‑term, buy‑and‑hold approach informed by Modern Portfolio Theory, using risk‑profiling software and broadly diversified mutual funds and ETFs. When directing clients to third‑party managers, Financial Client monitors those managers’ performance and investment style for continued alignment with client objectives and discloses that it may receive ongoing promoter or fee‑sharing compensation from selected managers. Financial Client is affiliated with Magnum CPA PC and its principal is a licensed CPA who may provide accounting services in addition to advisory work, a relationship disclosed as a potential conflict of interest. The brochure also notes that the firm reported no assets under management as of 12/31/2025 and combines seminar offerings and a promoter/third‑party manager model—features the firm identifies that are less common among peer investment managers.

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