A complete list of active advisors currently associated with Forest Capital

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

Forest Capital provides investment advisory and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, small businesses and captive insurance companies. The firm operates as a fee‑only adviser and manages client portfolios on both discretionary and non‑discretionary bases, with standalone or integrated financial and estate planning offered as needed. The firm begins by documenting each client’s goals and risk tolerance and implements one of three core strategies — Balanced, Equity, or Fixed Income — typically using equities, fixed income, ETFs and cash equivalents. Forest Capital applies proprietary credit and equity analysis models (including liquidity and Altman Z‑style credit screening and EV/EBITDA equity metrics) and conducts both exchange and over‑the‑counter fixed‑income trading, with occasional aggregated block execution where appropriate. Distinctive features include the firm’s work with captive insurance company clients, an uncommon client type for similarly sized supported advisers, and its stated practice of principals maintaining personal capital alongside client portfolios. The brochure also highlights software‑driven reporting and established custodial procedures (including direct fee debiting and documented steps to freeze or transfer accounts upon a client’s death).

To learn more about the advisors currently working at Forest Capital, 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.