A complete list of active advisors currently associated with Financial Perspectives

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

Financial Perspectives provides advisory services to individuals (including high-net-worth clients), trusts, estates, businesses, retirement plans, and charitable organizations, offering investment advisory and financial planning, retirement plan consulting, account aggregation, and access to independent managers. The firm delivers portfolio management on both discretionary and non‑discretionary bases and generally charges advisory fees as a percentage of assets under management. The firm begins engagements with an initial interview and data gathering to tailor recommendations to each client’s objectives and risk tolerance, performs periodic monitoring and reviews, and uses third‑party custodial and reporting platforms to support implementation and client reporting. Financial Perspectives may allocate assets to independent managers, uses account aggregation tools (e.g., ByAllAccounts and eMoney) for consolidated reporting, and will consider cryptocurrency exposure or ESG factors when requested by the client. A distinctive feature is its affiliation with an accounting practice (FPTax & Accounting, LLC, d/b/a Dugan & Company), which provides separate tax preparation and accounting services and whose supervised persons may assist clients under separate engagement agreements; this affiliation and related referral arrangements are disclosed as potential conflicts of interest. The firm’s advisors also operate in multiple capacities (including as registered representatives of a broker‑dealer) and maintain institutional platform relationships for custody and execution, arrangements FP discloses and addresses through policies and client agreements.

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