A complete list of active advisors currently associated with Ford Financial Fitness

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

Ford Financial Fitness, LLC is an independent, fee‑only registered investment adviser operated by a single advisor. The firm provides discretionary and non‑discretionary investment management and both project‑based and ongoing financial planning services for individuals, with a stated focus on high‑net‑worth clients rather than non‑HNW retail clients. The firm develops individualized investment policies and asset‑allocation targets through fundamental and cyclical analysis and mutual fund/ETF research, implementing portfolios with a mix of passive and active strategies and a generally long‑term holding orientation. Clients can request socially conscious/ESG approaches and may impose reasonable written restrictions; the advisor monitors accounts and conducts periodic (quarterly) reviews while managing assets on an AUM basis. Noteworthy features include the practice’s small, boutique scale—about $13.4 million in discretionary AUM across roughly 40 clients—and a trading policy that executes client orders on an individual basis rather than aggregating block trades. The sole advisor also maintains an outside mortgage‑banking role that occupies roughly 25% of trading‑hour time, and the firm relies primarily on custodian statements for account reporting rather than providing separate in‑house performance reports.

To learn more about the advisors currently working at Ford Financial Fitness, 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.