A complete list of active advisors currently associated with Forthright Financial Services

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

Forthright Financial Services provides investment management and financial planning to individuals and to employer plan sponsors, and also offers business consulting services targeted at owners preparing for an exit or succession. Services are offered on both ongoing and project-based bases and include retirement plan consulting and educational seminars and speaking engagements. The firm builds individualized investment plans and asset-allocation targets using a mix of passive and active strategies, mutual funds, ETFs, stocks and bonds, and may recommend Outside Managers or Altruist-generated model portfolios for implementation. Clients may engage the firm on discretionary or non-discretionary terms, and the adviser routinely operates with client approval required for trades. Compared with many independent peers, Forthright manages the bulk of its assets on a non-discretionary basis (approximately $3.93 million), and it offers services that are less common for firms of its type, including employer pension/retirement plan consulting, public educational seminars, and outsourced CFO-style business optimization for owners. The firm operates on a fee-only basis and combines third-party models and outside-manager relationships as part of its implementation approach.

To learn more about the advisors currently working at Forthright Financial Services, 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
Travis Mccullough	Weatherford, TX	7

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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.

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