A complete list of active advisors currently associated with Financial Consulting Associates

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

Financial Consulting Associates is a small, state-registered, fee‑only advisory run by a single principal and serves individual investors (including IRAs and some small-business retirement accounts). As of December 31, 2025 the firm managed about $33.1 million in discretionary client assets across 28 accounts and also offers tax preparation and planning services on a limited basis. The firm’s investment management is discretionary and centered on tailored portfolios built from a relatively concentrated menu of open‑end, no‑load mutual funds; the adviser uses proprietary software to monitor a broad universe of funds but typically deploys around two dozen funds per client and actively trades mutual funds rather than following a strict buy‑and‑hold approach. Portfolios are adjusted according to client suitability and the adviser’s economic outlook, with ongoing monitoring and quarterly reporting to clients. Notable differences from many peers include the principal’s professional credentials (CFP®, EA, ARA), a practice that has been essentially closed to new clients in recent years, and a planned retirement from asset management and tax services in 2026 with arrangements being made for continuation for clients who wish to remain served. The firm also declines to vote proxies on clients’ behalf, conducts no outward marketing (new clients are generally considered only by referral), and maintains grandfathered client arrangements and longevity discounts for long‑standing accounts.

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