A complete list of active advisors currently associated with Ford Financial Solutions, LLC

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

Ford Financial Solutions serves individual clients across a range of wealth levels, offering comprehensive financial planning and discretionary investment management. Services include ongoing retainer-based planning, one-time and hourly planning engagements, and assistance selecting outside asset managers for portfolio implementation. The firm emphasizes a passive investment approach built with low-cost exchange-traded funds and diversified asset-allocation models, and it commonly implements portfolios by referring clients to outside managers such as Betterment Advisor Solutions and GeoWealth Management. FFS conducts due diligence and periodic monitoring of those managers and relies on institutional custodial platforms (e.g., Schwab and Betterment) that affect execution and operational processes. Distinctive aspects include an affiliation with a law firm owned by a principal’s spouse — the adviser refers clients to that firm without receiving referral compensation, while the spouse also performs non-legal work for the adviser — and a small operating scale (roughly $21 million in AUM, two advisors, and about 28 client relationships). The firm also departs from the common percentage-of-AUM model by relying principally on retainer, fixed-fee, and hourly arrangements, and it offers paid educational seminars, speaking engagements, and online courses in addition to advisory services.

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