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 an independent, single-advisor registered investment adviser that primarily serves individuals and families and may also advise non‑profits, trusts, and private funds; the firm reported no assets under management as of its May 26, 2026 brochure. It provides portfolio management services and, when authorized in writing, discretionary trading on behalf of clients and offers tax‑sensitive options such as tax‑loss harvesting. The firm follows a long‑term, buy‑and‑hold investment philosophy emphasizing diversified, low‑cost ETFs, blue‑chip equities, and investment‑grade fixed income while selectively considering alternatives (real estate, private credit, BDCs, and closed‑end funds) for diversification. Portfolios are customized to a client’s risk tolerance and timelines, and the firm notes particular experience building portfolios that comply with employer codes of ethics and regulatory requirements for professionals such as lawyers and consultants. A noteworthy and uncommon feature is the principal’s concurrent legal practice: the firm discloses procedures to address potential conflicts if a client also engages the advisor’s law practice and encourages independent counsel in such situations. The firm also highlights sustainability-focused investing grounded in environmental law and clean-technology experience and operates with a lower‑touch service model and atypical primary business hours (primarily 9 a.m. to noon on Saturdays).
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
| 3
|
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