A complete list of active advisors currently associated with Foy Financial Services, Inc.
Warmer can help you find a great advisor at Foy Financial Services, Inc. or one who fits your needs even better.
The firm provides discretionary portfolio management and financial planning primarily for individual clients, including high-net-worth and retirement accounts, and also accepts corporate and trust accounts. It offers direct advisory services and acts as a strategic partner to other advisory firms under solicitor agreements that place client assets into its SELECTOR Money Management programs. Investment management is based on a trend-following, asset-allocation discipline that emphasizes diversification across mutual funds, ETFs, closed-end funds, and variable annuity subaccounts, with systematic adjustments to equity-versus-bond ratios as market stages change. The firm offers multiple pre-defined management styles spanning aggressive growth to income-oriented allocations and includes financial planning and estate/retirement planning services at no additional charge when clients use its asset-based advisory services. Notable differences from many peers include operating solicitor relationships and providing model management to other advisors despite being a very small independent firm with a single advisory professional, a practice that is less common among firms of this size. The firm also reports no disciplinary history, does not accept commissions or dual registrations, and discloses a long-standing Better Business Bureau membership and complaint history as part of its disclosures.
To learn more about the advisors currently working at Foy Financial Services, 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 |
|---|---|---|
Lincoln, NE
| 3
|
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
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.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)