A complete list of active advisors currently associated with Forward Investment Advisors, Inc.

Warmer can help you find a great advisor at Forward Investment Advisors, Inc. or one who fits your needs even better.

Forward Investment Advisors provides investment management and financial planning to individuals, pension and profit‑sharing plans, trusts, estates, charitable organizations and small businesses. The firm operates on a fee‑only basis, manages portfolios of stocks, bonds, mutual funds and exchange‑traded funds on a discretionary basis, and does not take custody of client assets. The firm’s investment approach emphasizes strategic asset allocation and broad diversification, using passively managed index funds and ETFs as core holdings while employing active funds and individual securities selectively. Forward uses fundamental and technical analysis and third‑party research sources, conducts regular account reviews, and emphasizes client education as part of its risk‑management process. Notable distinctions in the brochure include serving charitable organizations and sponsoring pension/profit‑sharing plans, providing quarterly digital account updates that include a “Forward Focus” newsletter, and disclosing a referral relationship with the Dave Ramsey SmartVestor program. The brochure also contains a Disciplinary Information section stating the firm has not been involved in any legal or disciplinary events and notes that there are no account minimums.

To learn more about the advisors currently working at Forward Investment Advisors, Inc., 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
Gregory Jones	Madison, WI	23

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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.

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.

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