A complete list of active advisors currently associated with Financial Fitness

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

Financial Fitness provides portfolio management and related financial planning services primarily for pooled and institutional accounts. Its ADV lists a range of client types — including pension and profit‑sharing plans, corporations and insurance companies — and the firm reports roughly $3 million in discretionary assets under management. The firm manages accounts under written investment policy statements and may use model allocations, with regular monitoring and quarterly custodian reporting. Its investment process draws on multiple analysis methods (fundamental, quantitative, technical, charting and modern portfolio theory) and can employ a broad set of instruments and strategies, including ETFs, fixed income, equities, annuities, private placements and more active techniques such as options, margin and short sales. Several operational features distinguish the firm from many peers: a principal also acts as a licensed insurance agent and the firm offers insurance products (including annuities), a relationship the ADV identifies and discloses as a potential conflict of interest. The ADV also notes that the firm requires use of a specific custodian (Schwab Institutional), does not utilize third‑party sub‑advisers or wrap fee programs, and explicitly targets corporate and insurance‑company clients.

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