A complete list of active advisors currently associated with freeGulliver, LLC

Warmer can help you find a great advisor at freeGulliver, LLC or one who fits your needs even better.

FreeGulliver provides discretionary and non‑discretionary portfolio management, financial planning, pension consulting, and family office services to individuals (including high‑net‑worth clients), employee benefit plans, charitable organizations, and private pooled investment vehicles. The firm also acts as Manager/General Partner and investment adviser to multiple private funds and performs administrative functions for those funds, including investor relations and bookkeeping. Investment advice primarily uses model portfolios, mutual funds, ETFs, and third‑party money managers, with implementation through discretionary authority for many clients. The firm also employs more active strategies when appropriate — including option writing and other derivatives, and the potential use of borrowing or leverage in certain accounts — and manages both asset‑based and performance‑based fee arrangements for qualified clients. What distinguishes FreeGulliver from many peers is its role as a fund sponsor/manager alongside its retail advisory practice: principals and related persons are investors in the Funds and the firm discloses policies for valuation oversight and allocation of opportunities to address those conflicts. The firm is also licensed as an insurance agency and its advisers may receive commissions for insurance sales, and it offers participant education seminars and custody‑adjacent services such as bill‑pay and standing letters of authorization.

To learn more about the advisors currently working at freeGulliver, LLC, 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.