A complete list of active advisors currently associated with Financially Healthy, LLC

Warmer can help you find a great advisor at Financially Healthy, LLC or one who fits your needs even better.

Financially Healthy, LLC is a state-registered independent investment adviser that serves individuals, including high‑net‑worth clients, offering discretionary portfolio management alongside comprehensive financial planning services such as retirement, estate, education planning, and life/disability risk management. The firm manages approximately $57 million for roughly 60 clients and charges asset-based advisory fees while also providing financial planning on hourly or fixed‑fee terms. The adviser requests ongoing discretionary authority to implement investment recommendations and conducts account reviews at least quarterly. Investment selection blends passive vehicles (ETFs) and mechanical or quantitative screens (including UITs) with active management (mutual funds and separately managed accounts), emphasizing risk‑adjusted performance, low correlation among holdings, and regular re‑evaluation. Noteworthy features include a relatively concentrated client roster combined with substantial assets under management, which aligns with a practice model focused on individualized, ongoing oversight. The firm follows the CFP Code of Ethics, does not custody client assets, and discloses that broker selection may consider research and execution services as part of its effort to obtain best execution.

To learn more about the advisors currently working at Financially Healthy, LLC, 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.