A complete list of active advisors currently associated with Flyway Financial
Warmer can help you find a great advisor at Flyway Financial or one who fits your needs even better.
Flyway Financial is a fee-only registered investment adviser serving individuals, high-net-worth individuals, and charitable organizations, providing investment management and both ongoing and project-based financial planning across areas such as retirement, estate planning, college savings, cash flow, tax planning, business planning, and risk management. The firm reports managing roughly $7.93 million in client assets for a small client base of 27, and fees for investment management are charged as a percentage of assets under management. The firm’s investment approach emphasizes asset allocation under Modern Portfolio Theory, combining passive and active funds and using fundamental and cyclical analysis, with a preference for longer-term holdings but the flexibility for shorter-term trades when appropriate. Socially responsible investing options are available on request, and the firm uses a third-party custodial platform and model marketplace for account opening, execution, and tax-management tools as part of its operational workflow. A distinctive feature is that the firm offers educational seminars and speaking engagements to organizations and the public—virtual or in-person, fee-based and explicitly educational rather than product sales—which is uncommon among similar independent advisers. The firm’s principal holds Certified Divorce Financial Analyst (CDFA) and Chartered SRI Counselor (CSRIC) credentials, reflecting capacity in divorce-related financial analysis and socially responsible investing, and the firm discloses an institutional relationship with its custodian that provides platform and technology services tied to asset thresholds.
To learn more about the advisors currently working at Flyway Financial, 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 |
|---|---|---|
Steele, ND
| 9
|
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