A complete list of active advisors currently associated with FinCrafters Advisory LLC

Warmer can help you find a great advisor at FinCrafters Advisory LLC or one who fits your needs even better.

FinCrafters Advisory LLC is an independent advisory firm that works with individuals, high‑net‑worth clients, and business entities, providing discretionary and non‑discretionary asset management, comprehensive financial planning, and retirement‑plan advisory services. As part of its asset management offering, the firm also provides ongoing financial planning and individual tax preparation and filing to clients who meet its account criteria. The firm’s investment process combines multiple methods of analysis — including fundamental, technical, charting, Modern Portfolio Theory, and cyclical analysis — and tailors asset allocation and trading strategies to each client’s objectives, time horizon, and risk tolerance. Portfolios may include options and other derivatives, alternative investments and structured products, and the firm may use sub‑advisors for portions of client assets while conducting regular account monitoring and rebalancing. Compared with many peers of similar size, the firm’s brochure discloses a broader set of services: it offers ERISA plan consulting and can act as a 3(21) or 3(38) fiduciary for retirement plans, the principal operates as a licensed insurance agent and provides related insurance, tax, notary and technology consulting services, and the firm produces periodic educational content and media. These multiple roles and the use of derivatives in separately managed accounts are identified in the brochure and are accompanied by disclosures about potential conflicts of interest and the firm’s mitigation practices.

To learn more about the advisors currently working at FinCrafters Advisory 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.