A complete list of active advisors currently associated with Five Corners Financial Services
Warmer can help you find a great advisor at Five Corners Financial Services or one who fits your needs even better.
The firm provides discretionary investment management and financial planning to individuals, trusts, and estates and acts as a fiduciary to its clients. It manages approximately $292 million in discretionary assets and offers both ongoing wealth management and stand‑alone financial planning engagements. Portfolios are built primarily with exchange‑traded funds and low‑cost diversified mutual funds, though the firm may also use individual stocks, bonds, options, margin transactions and closed‑end funds to implement strategies. The investment process draws on fundamental, technical, cyclical and charting analysis and can include shorter‑term trading alongside longer‑term holdings to address client objectives, tax considerations and rebalancing needs. Noteworthy features include a small advisory team managing a relatively large pool of discretionary assets and an institutional custody relationship that provides technology and operational support. In addition, the firm discloses that its principals also provide separate tax and accounting services and are licensed to sell insurance — activities that generate outside compensation and are managed under the firm’s code of ethics and disclosure policies.
To learn more about the advisors currently working at Five Corners Financial Services, 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 |
|---|---|---|
Easton, MA
| 3
| |
Easton, MA
| 32
|
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