A complete list of active advisors currently associated with Forsythia Financial
Warmer can help you find a great advisor at Forsythia Financial or one who fits your needs even better.
Forsythia Financial provides customized investment management, financial planning, and consulting services to individuals, high–net-worth clients, families, trusts, estates, and small businesses, and advises on a range of instruments including equities, fixed income, mutual funds, ETFs, options, limited partnership interests, and real estate/business investments. The firm also offers standalone planning and consulting engagements and periodically conducts educational workshops for clients and their guests. The firm generally manages client assets on a discretionary basis using a proprietary methodology that emphasizes timing, detailed company research, and asset-allocation modeling informed by macroeconomic factors; account reviews are performed in response to deposits or withdrawals, portfolio changes, rebalancing events, and client-specified triggers, with regular reports provided. Forsythia uses an institutional custodial platform, may aggregate trades when appropriate, and combines asset-based advisory services with hourly or one-time flat-fee planning and consulting options. What is distinctive about Forsythia is that its managing director maintains an active securities and estate-planning law practice and an academic teaching role, and will transition his law practice to sole ownership effective May 1, 2026; the brochure discloses policies intended to manage any potential conflicts arising from those activities. The firm’s service mix—offering discretionary portfolio management alongside hourly consulting, one-time planning engagements, occasional workshops, and the ability to invest in private real estate and business interests—is atypical for small investment managers and is operated by a single adviser managing roughly $527,000 in discretionary assets.
To learn more about the advisors currently working at Forsythia 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.
Name |
Location |
Years of experience |
|---|---|---|
Bloomfield Hills, MI
| 3
|
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)