A complete list of active advisors currently associated with FIRN Advisors LLC
Warmer can help you find a great advisor at FIRN Advisors LLC or one who fits your needs even better.
Firn Advisors LLC is a registered investment adviser that provides discretionary portfolio management and investment advisory services primarily to individuals and families, and may also work with non‑profits, trusts, and private funds. The firm requires an account minimum (subject to waiver) and reported no assets under management as of its April 6, 2025 brochure. The firm follows a long‑term, buy‑and‑hold investment philosophy emphasizing well‑diversified, low‑cost ETFs, blue‑chip equities, and investment‑grade fixed income while selectively incorporating alternatives such as real estate, private credit, and closed‑end funds for diversification. Firn offers periodic rebalancing, optional tax‑loss harvesting, and can tailor portfolios to clients’ risk profiles and professional compliance or ethics restrictions. Notably, the firm’s principal is a licensed attorney with experience in environmental law and clean technology, and the brochure discloses how potential concurrent legal and investment relationships would be handled and the firm’s practice of referring clients to independent counsel when appropriate. Firn also highlights a sustainability‑focused investment option and a lower‑touch operating model (including limited regular business hours), features that distinguish it from many peers.
To learn more about the advisors currently working at FIRN 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.
Name |
Location |
Years of experience |
|---|---|---|
Oakland, CA
| 2
|
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