A complete list of active advisors currently associated with Fleming Financial Services

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

Fleming Financial Services is a team advisory firm managing roughly $58 million for individual and high‑net‑worth clients, with six advisors and several hundred client relationships. The firm provides discretionary portfolio management alongside comprehensive financial planning services that cover retirement planning, business planning, cash‑flow and debt management, insurance review, and estate planning. The firm manages accounts on a client‑by‑client basis, implementing portfolios consistent with each client’s objectives, risk tolerance, and written restrictions, and it typically operates under limited trading authority for discretionary accounts. In forming and executing investment decisions FFS uses third‑party software and custodian research — including pricing and market data — and conducts at least annual reviews, while recommending a primary custodian relationship to facilitate trade execution and custody. Compared with many team firms, FFS discloses the production of periodicals and client newsletters and the presentation of educational seminars or workshops, and it emphasizes the use of security pricing/analytics in its investment process, features that are relatively uncommon among peers. The brochure also discloses that certain staff are licensed to sell insurance and that the firm participates in solicitor and custodian programs, with related conflicts of interest described in its disclosures.

To learn more about the advisors currently working at Fleming 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.