A complete list of active advisors currently associated with Forge Financial

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

Forge Financial Services provides discretionary portfolio management to individuals, high net worth clients, trusts, estates, charitable organizations and corporate entities. Services are delivered primarily through LPL-sponsored wrap programs (Manager Access Select and Optimum Market Portfolios) and Forge’s Strategic Wealth Management (SWM) accounts. The firm’s approach is model-driven and grounded in Modern Portfolio Theory; an internal Investment Committee meets monthly to design, monitor and rebalance model portfolios composed of mutual funds, ETFs, structured products and cash. Accounts are managed on a discretionary basis, and custody and execution are provided through LPL, which limits available products and share classes to those approved by LPL. Forge is notable for its scale and structure: it reports roughly 4,674 clients served by 15 advisors (more than 300 clients per advisor), and it emphasizes wrap-fee, model-based portfolio management rather than standalone financial planning services. Because the firm’s investment adviser representatives are also registered representatives of LPL, clients should be aware that product availability and certain conflicts of interest (including insurance or broker-dealer compensation outside advisory accounts) are addressed and disclosed in the firm’s brochure.

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