A complete list of active advisors currently associated with Financial Filosophy

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

Financial filosophy provides personalized, fee-only financial planning and investment management to a small number of clients, including individuals, pension and profit‑sharing plans, trusts, estates, charitable organizations and small businesses. The firm manages approximately $6.0–6.1 million in client assets and operates as a sole‑proprietor advisory practice. The firm follows a strategic asset allocation approach using a core‑and‑satellite construct—passive index and ETF strategies as the core with selectively added active funds—and emphasizes global diversification and regular portfolio reviews. Investment advice is delivered through consultation and written investment policy statements, and clients retain final decision authority; trades are placed by the advisor under a limited power of attorney rather than by exercising blanket discretionary authority. Distinctive features include the firm’s fully non‑discretionary asset management model (all reported assets are managed on a non‑discretionary basis), its strict fee‑only structure with no commissions or product sales, and the principal’s professional credentials (CFP® and CFA®). The practice also offers multiple engagement formats (hourly, retainer, advisory service, and investment management agreements), provides quarterly written updates, uses institutional custodians (e.g., Schwab Advisor Services), and maintains documented business continuity and information security programs.

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