A complete list of active advisors currently associated with Financial Design & Research

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Financial Design & Research provides investment management, financial planning, wealth management, and consulting services tailored mainly to institutional and organizational clients such as pension- and profit-sharing plans, small and family businesses, non-profits, and tribal entities, while also offering services for individuals and households. The firm also conducts client‑tailored consulting engagements and runs public and private educational workshops and seminars for groups and the general public. The firm implements advice through written investment policy statements and customized asset allocation, with an emphasis on risk management over time and discretionary portfolio oversight; implementation and custodial arrangements are documented in written agreements. In addition to customary asset‑based management, Financial Design & Research offers alternative engagement and billing options for planning and consulting work, including hourly, capped‑hourly, and time‑and‑material arrangements for seminars and tutorials. What is distinctive about the firm is its regular provision of educational seminars—including pro bono offerings—and its explicit focus on organizational clients (notably tribal entities, non‑profits, and educators) for financial planning and operational consulting such as cash‑flow forecasting and IPS development. The combination of institutional consulting, public education programs, and flexible, non‑AUM billing structures is less common among investment managers that primarily rely on percentage‑of‑assets fees.

To learn more about the advisors currently working at Financial Design & Research, 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.