Foronjy Financial logo

Foronjy Financial

Updated today

Client AUM

$276,135,820

Clients

183

Advisors

4

of 7 employees

About

Foronjy Financial provides advisory services to individual and high-net-worth clients, offering ongoing discretionary portfolio management, pension (401(k)) consulting, and fee-based financial planning. The firm manages roughly $278 million on a discretionary basis across a small team of advisors and documents client objectives and limits in an Investment Policy Statement for each account.

Investment decisions are implemented primarily through managed ETF portfolios and a mix of mutual funds, fixed-income, real estate funds, annuities, commodities, and non-U.S. securities, using cyclical, fundamental, and technical analysis with a long-term trading orientation. The firm tailors allocations to client risk tolerances and time horizons, conducts quarterly account reviews, and requires written authorization for fee deductions and custodial relationships.

Compared with many peers, Foronjy Financial’s public materials incorporate endorsements, client testimonials, and third‑party ratings into its advertising, and the firm discloses use of third‑party platforms such as Halo for insurance consultation and AdvicePay/Stripe for planning payments (the firm covers AdvicePay fees). It also works with major custodians (Fidelity, Schwab, and LPL), discloses custodial support benefits and related conflicts of interest, and does not impose an account minimum.

Client services

Financial planning Portfolio management Pension consulting

Expertise

Wealth management Annuities

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Fee options

Fixed

$2,500 to $25,000 fixed fee for financial planning

Percentage

$0 - $5,000,000: 1.00% annually $5,000,001 - $10,000,000: 0.80% annually $10,000,001+: 0.60% annually

Main office

401 Chapala Street, Suite 105

Santa Barbara CA 93101

Advisors at this office

4

Most active in

California

Also doing business as

Foronjy Financial · Foronjy Financial LLC

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Emily G

CFP®

Santa Barbara, CA

Foronjy Financial

Emily Goodman is a CFP® professional with three years of industry experience. She currently serves as an advisor at Foronjy Financial in Santa Barbara, CA, where she has worked since 2025. Her prior experience includes positions at EP Wealth Advisors, LLC and Wacker Wealth Partners. Foronjy Financial provides advisory services primarily to individual and high-net-worth clients, focusing on discretionary portfolio management, pension consulting, and fee-based financial planning. The firm employs a long-term trading orientation using managed ETF portfolios and diversified investments tailored to client risk tolerances and time horizons.

Wealth management Annuities
user avatar

Casey M

Series 66

Santa Barbara, CA

Foronjy Financial

Casey Marks is a financial advisor at Foronjy Financial with 19 years of industry experience. He holds the Series 66 designation and has worked at firms including LPL Financial, Mariner Independent Advisor Network, Strategic Wealth Advisors Group, and Fidelity Brokerage Services. Marks is a member of SAG-AFTRA, although he is not currently active in that capacity. Foronjy Financial serves individual and high-net-worth clients by providing discretionary portfolio management, pension consulting, and fee-based financial planning. The firm uses a mix of managed ETF portfolios, mutual funds, fixed income, and other assets, applying cyclical, fundamental, and technical analysis with a long-term focus.

Wealth management Annuities
user avatar

Austin N

Series 63, Series 65

Santa Barbara, CA

Foronjy Financial

Austin Neddenriep is a financial advisor at Foronjy Financial with Series 63 and Series 65 credentials and four years of industry experience. His prior experience includes roles at Gallagher, Lundardis, and Bayou Bridge Capital, among others. Foronjy Financial provides advisory services to individual and high-net-worth clients, offering discretionary portfolio management, pension consulting, and fee-based financial planning. The firm manages approximately $278 million on a discretionary basis, using managed ETF portfolios alongside mutual funds, fixed income, real estate funds, annuities, and other assets, with an investment approach that incorporates cyclical, fundamental, and technical analysis tailored to client risk tolerances and time horizons.

Wealth management Annuities
user avatar

Bryan F

CFP®, Series 66

Santa Barbara, CA

Foronjy Financial

Bryan Foronjy is a CFP® and Series 66-registered advisor with 19 years of industry experience. He is currently the principal of Foronjy Financial, where he has worked since 2024. His prior experience includes roles at Mariner Independent Advisor Network, LPL Financial, and Fidelity. He is also a licensed insurance agent. Foronjy Financial serves individual and high-net-worth clients, offering discretionary portfolio management, pension consulting, and fee-based financial planning. The firm manages approximately $278 million on a discretionary basis and employs a diversified investment approach using managed ETFs, mutual funds, fixed income, and other asset classes tailored to client risk profiles and time horizons.

Wealth management Annuities
View complete list of advisors at this firm
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