A complete list of active advisors currently associated with Finease Consulting

Warmer can help you find a great advisor at Finease Consulting or one who fits your needs even better.

FinEase Consulting provides financial planning and consulting to individuals, families and high-net-worth households and, on a limited basis, facilitates referrals to third‑party investment advisers. Although registered as an investment adviser, the firm does not manage client assets, does not hold custody, and leaves implementation of recommendations to clients. For investment matters, FinEase conducts due diligence and ongoing monitoring of third‑party investment advisers and references both fundamental and technical analysis and public research sources in its assessments. The firm generally offers fixed‑fee planning engagements and states it does not charge performance‑based or percentage‑of‑assets‑under‑management fees. Several features are uncommon for firms in this category: FinEase’s adviser representatives are licensed insurance agents and the firm may receive referral compensation or incentives from third‑party advisers, arrangements it discloses and addresses through internal policies limiting direct product recommendations. The firm is recently formed and principal‑led with an academic background (including a doctoral degree) and also provides broader non‑investment consulting (estate, tax, immigration), which differentiates its service mix from many institutional asset managers.

To learn more about the advisors currently working at Finease Consulting, 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.