A complete list of active advisors currently associated with Foothills Advisors, LLC

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

Foothills Advisors, LLC provides discretionary asset management and complementary financial planning and consulting to individuals (including high‑net‑worth clients) and business entities. The firm also conducts educational seminars and workshops and may engage sub‑advisors to manage all or portions of client portfolios. Foothills builds client strategies from documented goals, time horizons, and risk tolerance and applies fundamental and technical analysis along with Monte Carlo simulation for planning and portfolio construction. The firm employs option writing (including covered calls) and may permit legacy margin borrowing in accounts, and it can allocate assets to sub‑advisors under discretionary authority—practices that are less common among peer advisory firms. Distinctive features include an affiliation with an insurance business whereby the firm’s investment advisor representatives are licensed insurance agents and may receive commissions for insurance products, a disclosed potential conflict of interest that the firm says it mitigates through disclosures and fiduciary procedures. The brochure also notes the firm’s principal owns a rental property business and devotes a portion of their time to those activities, and portfolio management clients are offered complimentary financial plans at the start of the relationship.

To learn more about the advisors currently working at Foothills Advisors, 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.