A complete list of active advisors currently associated with Forest Hill Financial Advisory Group LLC

Warmer can help you find a great advisor at Forest Hill Financial Advisory Group LLC or one who fits your needs even better.

The firm provides investment advisory services and standalone financial planning to individuals, high net worth clients, trusts, pension plans and business entities. It offers discretionary asset management alongside consulting and written financial plans that can cover investment, retirement, estate, charitable, corporate tax, cost segregation, real estate and mortgage/debt analysis. The firm’s investment process combines fundamental and technical analysis and employs a mix of long-term purchases, short-term trading and options strategies, with continuous monitoring and periodic rebalancing and quarterly reviews. Cash balances are typically managed conservatively in money market vehicles or short-term instruments while the firm also uses options and other derivatives as part of portfolio management. What distinguishes the firm is its use of derivatives (including options and covered-call strategies) within separately managed accounts — a practice that is statistically uncommon among independent advisers — alongside an active trading capability. The firm also discloses a 2006 regulatory matter involving its principal at a prior firm related to discretionary trading, and has consolidated custody after a prior custodian change, both of which are reflected in its current operational disclosures.

To learn more about the advisors currently working at Forest Hill Financial Advisory Group 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.

Name	Location	Years of experience
C.Eric Buonassisi	San Francisco, CA	23

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