A complete list of active advisors currently associated with Finivi Inc.

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

Finivi serves individual clients — including both non‑high‑net‑worth and high‑net‑worth households — as well as business clients and retirement plan participants. The firm provides discretionary investment management, comprehensive and modular financial planning, estate‑planning facilitation, family meetings, and financial education workshops. Finivi manages portfolios using an active, core‑satellite approach that emphasizes individual equities, ETFs, and investment‑grade fixed income, with allocations tailored to each client’s risk tolerance and objectives. The firm uses the eMoney platform to consolidate client financial data and also provides advice on held‑away assets such as variable insurance contracts and employer‑sponsored retirement plans when appropriate. Distinctively, Finivi is a licensed insurance brokerage agency and several supervised persons are licensed insurance producers who may recommend fixed and fixed‑indexed annuities, life, long‑term care, and disability insurance; these recommendations generate commission compensation that the firm discloses and manages through written policies and supervisory review. The firm also offers services that are less common among peers — including portfolio management and financial‑wellness programs for business clients, standalone family‑meeting facilitation, a partnership with a third‑party estate‑planning provider, and access to a certified divorce financial analyst.

To learn more about the advisors currently working at Finivi 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.