A complete list of active advisors currently associated with Force Acres, LLC

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

Force Acres offers investment management and financial planning services to individual clients, including project-based and ongoing comprehensive planning. The firm provides guidance on retirement, estate, tax, insurance, college savings, and business-planning topics alongside portfolio construction and implementation. The firm follows a Modern Portfolio Theory framework and primarily uses passive strategies—index mutual funds and exchange-traded funds—to build diversified, asset-allocation focused portfolios intended for long-term, tax-aware investing. Accounts are reviewed on a regular (quarterly) basis and may be managed on either a discretionary or non-discretionary basis; the firm relies on custodial statements for transaction and performance reporting rather than producing separate written investment reports for advisory clients. Force Acres is a relatively uncommon wrap fee program sponsor for an independent adviser, maintaining a wrap program described in its Form ADV appendix and participating in an institutional custody program that provides research and trading benefits. The firm’s principal holds CFP® and AIF® credentials, discloses a small volunteer board role, and clients retain responsibility for proxy voting rather than delegating that authority to the adviser.

To learn more about the advisors currently working at Force Acres, 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.