A complete list of active advisors currently associated with FinZ Advisors, LLC

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

FinZ Advisors provides discretionary and non-discretionary investment management and a range of financial planning services to retirement plans, employer plan sponsors, businesses, and individual clients. Its advisory offerings include comprehensive, project-based, and hourly financial planning as well as ongoing employee benefit plan services for plan sponsors. The firm’s investment approach emphasizes passive portfolio construction informed by Modern Portfolio Theory, using mutual funds and ETFs to set asset allocation based on clients’ goals and risk tolerance, with periodic rebalancing and the option for discretionary authority. Investment implementation is characterized by low turnover and a focus on asset-class exposure rather than security selection. Noteworthy aspects of the firm include regularly offered no-cost educational seminars and group speaking engagements and a practice that explicitly includes pension and employee benefit plan consulting for plan sponsors. The firm’s principal operates an affiliated insurance agency and is licensed to sell life and health insurance (and may receive related commissions), and the adviser also makes hourly planning available; the ADV further discloses zero reported assets under management as of the most recent reporting date, indicating an early-stage or transitionary operating profile.

To learn more about the advisors currently working at FinZ Advisors, 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.