A complete list of active advisors currently associated with Foliage Financial

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

Foliage Financial was founded in 2025 and currently reports no assets under management. The firm offers discretionary and non‑discretionary asset management delivered mainly through third‑party platform programs (Orion Portfolio Solutions and SEI Managed Account Solutions) and also provides financial planning and consulting, including one‑time plans and employer/nonprofit group pricing. The firm typically implements client strategies by recommending model portfolios, sub‑advised solutions, or custom managed accounts and then monitoring those third‑party managers and platforms on an ongoing basis. Its stated methods of analysis include technical and charting techniques and Monte Carlo planning, it permits client‑imposed investment restrictions, and it performs periodic account reviews (quarterly). Noteworthy aspects disclosed in the brochure include that the firm’s principal conducts outside business activities as a registered representative of a broker‑dealer and as a licensed insurance agent, and the firm receives commissions and referral fees from third‑party managers and product sales — arrangements identified as potential conflicts of interest and addressed by disclosure and fiduciary policies. The firm also accepts hourly planning engagements (in addition to fixed planning engagements), relies on platform relationships that require use of platform broker‑dealers, and may receive related platform or soft‑dollar benefits.

To learn more about the advisors currently working at Foliage 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
Chelly Joseph	Bonita Springs, FL	19

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For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

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