A complete list of active advisors currently associated with Financial Spyglass®
Warmer can help you find a great advisor at Financial Spyglass® or one who fits your needs even better.
Financial Spyglass serves individual and high‑net‑worth clients with comprehensive financial planning and investment advisory services, including portfolio management implemented through third‑party money managers. The firm operates as a solo practice managing roughly $9.6 million across a very small client base. The firm’s investment approach emphasizes passive portfolio construction and the use of outside managers, combined with ongoing due diligence and periodic reviews of manager holdings and strategies. Financial Spyglass generally maintains non‑discretionary relationships, requiring client authorization for trades and relying on client‑specific investment policy statements to guide implementation. Compared with peers, the firm is atypical in that it does not charge advisory fees as a percentage of assets and also offers educational seminars and speaking engagements in addition to its one‑on‑one planning services. The firm is led by a CFP‑certified planner who emphasizes written financial plans, coordination with clients’ tax preparers, and outsourcing portfolio implementation to vetted outside managers.
To learn more about the advisors currently working at Financial Spyglass®, 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.
Name |
Location |
Years of experience |
|---|---|---|
Rye, NY
| 9
|
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