A complete list of active advisors currently associated with Finanxial Investment Advisors, Corp

Warmer can help you find a great advisor at Finanxial Investment Advisors, Corp or one who fits your needs even better.

Finanxial Investment Advisor, Corp. advises individuals (including high-net-worth clients), trustees, and retirement plans, offering portfolio management, retirement plan consulting, and participant education services. The firm also provides investment consulting to participant-directed pension and profit-sharing plans and prepares Investment Policy Statements to guide portfolios. FIA’s investment approach is grounded in Modern Portfolio Theory and a belief in market efficiency, favoring broad diversification and mostly passively managed mutual funds, though it may recommend active managers when appropriate. The firm generally implements investment decisions on a non-discretionary basis—reporting $65 million of non-discretionary regulatory assets under management—and, since July 2024, can offer discretionary accounts through a sub‑advisory arrangement with Focus Partners Advisor Solutions (FPAS). Noteworthy for a firm of its size, FIA combines participant education and retirement-plan participant services (disclosing $29 million in retirement plan assets receiving such services) with affiliations across the Finanxial group for tax, accounting, and insurance support. It also sources model portfolios and back‑office services from FPAS, using institutional passive funds and third‑party research as part of its implementation.

To learn more about the advisors currently working at Finanxial Investment Advisors, Corp, 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.