A complete list of active advisors currently associated with Four Corners Financial

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

Four Corners Financial advises individuals, high net worth clients, trusts, estates and retirement plans, offering wealth management, investment management, and both one-time and ongoing financial planning. The firm reports managing about $104.8 million across roughly 45 client relationships and delivers fee-based services for investment management and retirement plan consulting. Portfolios are built primarily with diversified mutual funds and ETFs, with selective use of individual stocks, corporate debt and bonds, and are managed with a generally long-term orientation while permitting shorter-term trades for rebalancing or client needs. The firm describes its investment process as incorporating cyclical analysis and the Fama–French three-factor model to inform portfolio construction and asset allocation decisions, and it will recommend rollovers or ERISA fiduciary oversight when appropriate. Noteworthy distinctions include a formal retirement plan advisory practice that provides vendor analysis, IPS design and monitoring, ERISA 3(38) investment management, participant enrollment and education tracking, and ERISA 404(c) assistance — services that are less common among independent advisors. The firm also discloses an institutional relationship with the Altruist platform that provides software and related economic benefits, and its materials indicate use of client testimonials in marketing, both of which are atypical for peers in this category.

To learn more about the advisors currently working at Four Corners 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.