A complete list of active advisors currently associated with Folgmann Financial Group LLC

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

Folgmann Financial Group LLC is an independent, solo-registered investment adviser that serves retail individual clients as well as business retirement plan sponsors. The firm offers non-discretionary portfolio management, comprehensive financial planning, and pension/profit-sharing plan advisory services, including plan-level consulting and 3(21) ERISA fiduciary support. The firm conducts investment analysis using fundamental, quantitative, qualitative, and technical methods and typically constructs portfolios with multi‑capitalization equities, exchange-traded funds, and mutual funds guided by an agreed asset-allocation plan. For retirement plans it develops customized investment policy statements, performs vendor searches and cost assessments, and provides ongoing investment and compliance consulting on a non-discretionary basis. Compared with many solo independent advisers, Folgmann routinely works with institutional retirement clients and provides pension consulting, vendor selection using a proprietary scoring methodology, and participant education workshops that use third‑party educational materials and do not discuss products. The firm’s practice is notable for its exclusively non‑discretionary model and for combining individual wealth-management and formal plan‑sponsor services within a small, long‑tenured advisory practice.

To learn more about the advisors currently working at Folgmann Financial Group 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.

Name	Location	Years of experience
Chris Folgmann	Woodinville, WA	31

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