A complete list of active advisors currently associated with Folse Financial

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

Folse Financial provides financial planning and investment management primarily for individual clients, while also advising employer plan sponsors and some corporate or business clients. Services include ongoing and hourly financial planning, investment management tied to planning engagements, and both retirement plan consulting and retirement plan management for participant-directed plans. The firm operates as a fee-only adviser and tailors plans and portfolios to clients’ goals and risk tolerances, using a mix of passive and active strategies and analytical methods such as modern portfolio theory alongside fundamental and technical analysis. Investment management is integrated with planning for engaged clients, and the firm limits any cryptocurrency exposure to a specific bitcoin investment vehicle for suitably risk-tolerant clients. Compared with many single-advisor independent firms, Folse Financial’s notable features are its work for corporate plan sponsors and its offering of retirement plan management/consulting (including acting in an ERISA investment manager capacity), services that are uncommon for firms of this type and size. The firm also departs from the typical percentage-of-AUM fee model used by peers, instead relying on alternative fee arrangements while maintaining a fee-only, non-commission business model.

To learn more about the advisors currently working at Folse 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.