A complete list of active advisors currently associated with Flanagan Financial Management

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

Flanagan Financial Management provides discretionary portfolio management and tailored asset-allocation advice to individual clients and to charitable organizations, reporting $24,139,425 in discretionary assets under management across a very small number of client accounts (five). The firm gathers information on clients’ objectives and risk tolerance, implements continuous monitoring and rebalancing, and accepts client-imposed restrictions in writing. The adviser customizes strategies to each client and may employ multiple methods of analysis—charting, technical and fundamental analysis, cyclical analysis, and both long- and short-term trading—while option writing is used only at a client’s request. Accounts are generally managed on a discretionary basis with at least annual reviews and additional reviews prompted by contributions, withdrawals, or significant market events. Noteworthy features relative to peers include the firm’s explicit work with charitable organizations (an uncommon client type for similar independent advisers) and the concentration of a substantial asset base in very few client accounts, which allows highly individualized portfolio decisions. The firm does not participate in wrap fee programs, does not accept performance-based fees, and forwards proxy materials to clients rather than voting proxies on their behalf.

To learn more about the advisors currently working at Flanagan Financial Management, 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.