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

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

Financial Decision Partners provides financial planning and investment management to individuals, businesses, trusts, estates, and charitable organizations. The firm offers comprehensive, limited, and hourly planning services and both discretionary and non-discretionary portfolio management, including advice for employer-sponsored retirement plans. The firm’s investment approach is primarily fundamental and value-oriented with attention to cyclical factors, a long-term purchase emphasis, and use of diversification and proprietary risk/return modeling to manage downside exposure. It typically manages client assets on a discretionary basis and requires client accounts to be custodied at Charles Schwab for trade execution and custody services, while permitting clients to impose investment restrictions. Noteworthy features include professional credentials in financial planning and a specialization in special-needs planning (Chartered Special Needs Consultant designation), alongside a small, single-owner practice structure managing roughly $15.5 million for about 37 clients. The firm also recently reported an additional asset inflow of approximately $5.05 million and maintains a policy that clients use its chosen custodian, which can affect execution and account administration relative to some peers.

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