A complete list of active advisors currently associated with Financial Lab

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

Financial Lab Inc. is a fee‑only registered adviser that provides financial planning and investment management to individuals, high‑net‑worth individuals, and corporations. Its services include comprehensive, project‑based, and ongoing financial planning, discretionary investment management, and educational offerings such as seminars, group and individual coaching, and subject‑matter expert engagements. The firm follows asset‑allocation and Modern Portfolio Theory principles and typically implements passive investment strategies using index mutual funds and ETFs, constructing portfolios to match clients’ risk tolerance and long‑term goals. It offers discretionary portfolio management, may incorporate socially responsible/ESG options on request, and emphasizes long‑term holdings with periodic monitoring and rebalancing. Distinctive features include the firm’s regular delivery of paid seminars, coaching, and SME consulting — activities the brochure indicates the principal allocates roughly half of trading‑hour time to — a service mix that is uncommon among peers. The firm also reports a relatively high account minimum ($500,000) while managing modest assets (about $1.4 million as of December 31, 2025), producing a small, tightly managed client roster and a practice that combines planning, education, and professional consulting.

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