A complete list of active advisors currently associated with Financially Speaking Inc

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

Financially Speaking, Inc. provides fee-only investment management and financial planning to individuals, families, trusts, estates, and business clients, with a focus on non–high-net-worth households rather than ultra-wealthy clients. Its service set includes retirement and investment management, education and estate planning, tax coordination, insurance reviews, and succession and compensation planning for business owners. The firm uses an active, dynamic asset-allocation approach with daily portfolio monitoring and the flexibility to adjust positioning as market conditions change; it typically implements no-load/no-transaction-fee mutual funds through custodian relationships and may employ inverse or short index mutual funds to manage downside risk. Tax consequences and wealth preservation are considered alongside profit objectives, and the advisor coordinates with clients’ tax preparers and estate attorneys when appropriate. A distinctive element of the practice is its emphasis on client education: the firm conducts seminars and workshops and encourages clients to participate actively in the planning process. The long-established, small-team model combines hands-on financial education and business-owner advisory work with an actively managed investment style for a mid-sized client base.

To learn more about the advisors currently working at Financially Speaking Inc, 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.