A complete list of active advisors currently associated with Finesse Funds, LLC

Warmer can help you find a great advisor at Finesse Funds, LLC or one who fits your needs even better.

Finesse Funds provides investment advisory and financial planning services to individuals, trusts, and small businesses, and also assists clients with enrollment and asset-allocation work for state 529 college savings plans. The firm commonly implements advice either by referring clients to a third‑party manager for execution or by managing discretionary accounts directly. The firm’s investment approach is grounded in Modern Portfolio Theory and emphasizes diversified asset allocation implemented primarily with index mutual funds and exchange‑traded funds, periodic rebalancing, and attention to risk capacity and time horizon. For many clients Finesse Funds uses a written referral arrangement with Index Fund Advisors, which executes client allocations through a program of separate stock and bond index funds (including funds from Dimensional) and handles trading for those accounts. Notable operational features include that the firm’s principal concurrently provides legal and accounting services outside the advisory business, and the ADV discloses prior regulatory discipline involving the principal. The firm is a small, two-advisor practice with a mix of accounts it manages directly and accounts managed through the third‑party referral relationship, and it receives referral compensation under a disclosed solicitation agreement.

To learn more about the advisors currently working at Finesse Funds, 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.