A complete list of active advisors currently associated with Forty4 Financial

Warmer can help you find a great advisor at Forty4 Financial or one who fits your needs even better.

Forty4 Financial serves individuals, high‑net‑worth individuals, trusts, estates, businesses, and retirement plans with discretionary investment management, financial planning, and retirement‑plan advisory services. The firm is an independent, single‑advisor practice managing roughly $33.2 million for about 43 clients and provides ongoing portfolio supervision and planning engagements. The firm constructs customized portfolios primarily using ETFs and diversified mutual funds, supplemented with individual securities or legacy holdings when appropriate, and applies fundamental analysis with a generally long‑term focus. Forty4 Financial acts as a fiduciary across engagements and, when applicable, uses third‑party tools to manage held‑away participant accounts and provide investment discretion for defined contribution plan participants without taking custody of client assets. What distinguishes the firm from many solo independent advisers is its active provision of retirement plan advisory services—delivering investment oversight, investment policy statement design and monitoring, participant enrollment/education tracking, and performance reporting for plan sponsors. The advisor also maintains an institutional relationship with a custodian platform for account custody and technology support and uses a specialist participant‑access platform to facilitate management of workplace retirement accounts, a combination that is less common among firms of this size and structure.

To learn more about the advisors currently working at Forty4 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.