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 provides investment management, financial planning, and retirement plan advisory services for individuals, high-net-worth clients, trusts, estates, businesses and retirement plans. Offerings include discretionary portfolio management (primarily ETFs and diversified mutual funds), written financial planning or consulting, and tailored retirement plan advisory engagements. The firm’s investment process relies on fundamental analysis to build long-term, customized portfolios while retaining legacy holdings or making shorter-term trades for rebalancing, tax, or cash-flow needs. For participant and other held-away defined contribution accounts it uses a third‑party access platform (Pontera) to implement discretionary management without taking custody of client assets. Despite being a single-advisor independent firm with roughly $33.2 million in assets under management and a modest client base, Forty4 Financial provides pension and retirement-plan consulting and 3(21) advisory services to plan sponsors — including IPS design, participant enrollment tracking, investment oversight and performance reporting — a service mix that is less common among peers of this size. The firm also maintains an institutional relationship with its custodian platform for technology and execution support and furnishes ERISA-related fiduciary disclosures to plan clients.
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.
Name |
Location |
Years of experience |
|---|---|---|
Bethesda, MD
| 12
|
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