A complete list of active advisors currently associated with Foresight Advisors

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

Foresight Advisors is a state-registered independent investment adviser that provides fee-based investment advisory and financial planning services to individuals, trusts, foundations, non-profits and pension and profit-sharing plans. The firm states it has no account minimums and typically implements client strategies by recommending and referring clients to unaffiliated subadvisors. After establishing objectives and a plan, Foresight selects one of its designated subadvisors to implement portfolios composed primarily of mutual funds and exchange-traded funds, with strategies that rely on Modern Portfolio Theory metrics and passive, asset-class exposures. The firm does not execute client trades itself but retains discretionary authority to add or replace subadvisors, conducts due diligence, and provides ongoing client monitoring and tailored planning advice. Compared with many small independent advisers, Foresight’s acceptance of pension and profit-sharing plan clients is a notable distinction, and its business model emphasizes advising through third-party money managers rather than in-house trading. The firm also provides non-investment family business management consulting through its principal, reports roughly $5.46 million in discretionary assets, and states it does not take custody of client funds.

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