A complete list of active advisors currently associated with Financial Investment Team ("FIT")

Warmer can help you find a great advisor at Financial Investment Team ("FIT") or one who fits your needs even better.

Financial Investment Team provides discretionary portfolio management, financial planning, and tax planning and preparation for individuals (including high-net-worth clients), trusts, corporations, and institutional clients such as pension and profit-sharing plans. The firm works to coordinate investments across retirement accounts, taxable accounts, and employer-sponsored plans, and assists clients with rollover decisions and ongoing monitoring. FIT tailors advice to client objectives and risk tolerance, implementing strategies using exchange-traded funds, individual equities and bonds, with a mix of long- and short-term purchases and occasional trading or option use for select accounts. The firm employs fundamental, technical and charting analysis, delivers written financial plans, and conducts periodic reviews while generally operating under discretionary trading authority. Distinctive features include an affiliated CPA practice through which the firm’s principal devotes a meaningful portion of time to tax planning and preparation and coordinates tax work with investment advice, a relationship the Brochure discloses and manages as a potential conflict of interest. The firm also emphasizes an educational approach for certain recommendations—particularly retirement rollovers—providing written explanations, educational materials, questionnaires and interactive tools to help clients make informed decisions rather than solely issuing prescriptive recommendations.

To learn more about the advisors currently working at Financial Investment Team ("FIT"), 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.