A complete list of active advisors currently associated with Fintent

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

Fintent Invest, Inc. provides fee-based investment advisory and comprehensive financial planning to accredited investors, physicians, high‑net‑worth individuals, trusts, and other entities. Its services include discretionary portfolio management using six proprietary model portfolios, assistance in placing clients into private alternative investments, non‑discretionary investment consulting, and standalone financial planning. The firm’s investment approach emphasizes strategic, long‑term value‑oriented asset allocation while allowing tactical overlays and option strategies to generate income or hedge risk; it employs both fundamental and technical analysis as appropriate. Client engagements begin with a comprehensive financial plan that informs discretionary management and periodic reviews, with more frequent meetings available for certain programs. Compared with many peers, Fintent combines a small, single‑advisor structure managing about $3 million in discretionary assets with several uncommon offerings: recurring multi‑week financial education courses and hourly, project‑based investment consulting and standalone planning. It also runs a specialized Physician Wealth Advisory program that includes quarterly reviews, cash‑flow and succession planning components, and curated access to private placements where the firm provides one‑time administrative assistance rather than ongoing monitoring.

To learn more about the advisors currently working at Fintent, 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.