A complete list of active advisors currently associated with Florek Financial, LLC

Warmer can help you find a great advisor at Florek Financial, LLC or one who fits your needs even better.

Florek Financial, LLC provides customized wealth management and portfolio management to individuals and high‑net‑worth clients, including related trusts, estates and retirement accounts. The firm offers integrated services that include financial planning, investment management, tax planning and tax compliance. Portfolios are built from targeted asset allocations using index and actively managed mutual funds, ETFs and separate account managers, with a primarily long‑term orientation and the flexibility to rebalance as needed. The firm delivers both discretionary and non‑discretionary management, and non‑discretionary accounts require client approval before each trade. The firm is notable for its accounting affiliation: the principal holds CPA and CFP credentials and the firm provides tax planning, compliance and tax preparation alongside investment advice. Another distinguishing feature is that a substantial majority of its reported $511 million in AUM is managed on a non‑discretionary basis (roughly $366 million non‑discretionary vs. $145 million discretionary), producing a relatively high level of assets per advisor for a firm of its size.

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