A complete list of active advisors currently associated with Financial Futures

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

Financial Futures is a fee-only financial planning and investment management firm that works with individuals, families, trusts, estates, charitable organizations and small businesses, providing written financial plans, implementation assistance, and ongoing monitoring. The firm manages approximately $270 million across roughly 200 client relationships and offers both comprehensive planning engagements and limited-scope hourly consultations. Investment implementation follows a strategic asset-allocation, core-and-satellite approach that uses passive, low-cost index and ETF core holdings while selectively adding actively managed funds and other instruments; portfolios are globally diversified and reviewed semi‑annually or more often as needed. The adviser typically operates with discretionary trading authority and may employ a broad set of instruments—including equities, fixed income, mutual funds, ETFs, options and certain alternative or private investments—when appropriate to a client’s plan. Distinctive features for a firm of this size include the relatively large assets under management paired with a small advisor team and a multi-disciplinary staff holding CFP and tax credentials, with some advisers also providing tax-preparation services through separate entities. The firm is strictly fee-only, does not accept commissions or soft-dollar benefits, and does not vote client proxies, instead providing clients with written financial-plan updates and oversight of implementation.

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