A complete list of active advisors currently associated with Financially in Tune

Warmer can help you find a great advisor at Financially in Tune or one who fits your needs even better.

Financially in Tune provides investment advisory and financial planning services to individuals (including both non‑high‑net‑worth and high‑net‑worth clients), trusts, estates and businesses. The firm manages approximately $326,246,969 in client assets and offers both discretionary and non‑discretionary portfolio management alongside financial planning engagements billed hourly or as fixed‑fee projects. The firm constructs customized portfolios that emphasize low‑cost, diversified mutual funds and ETFs while also using individual stocks, bonds, REITs and options when appropriate, and it tailors strategies to each client’s goals, time horizon and risk tolerance. Financially in Tune describes a primarily long‑term orientation but uses a mix of fundamental, technical, cyclical, behavioral and charting analyses and will trade for rebalancing or to respond to market conditions and client needs. A notable difference from many peers is the firm’s billing approach: rather than relying primarily on percentage‑of‑assets fees, Financially in Tune generally charges fixed annual fees (billed quarterly in advance and set based on factors such as assets, complexity and planning needs), with fixed fees maintained for at least two years unless renegotiated. The firm also operates as a small, four‑advisor team serving roughly 175 client relationships, participates in the Garrett Planning Network, and maintains institutional relationships with custodians that provide software and operational support.

To learn more about the advisors currently working at Financially in Tune, 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.