A complete list of active advisors currently associated with Fresh Forward

Warmer can help you find a great advisor at Fresh Forward or one who fits your needs even better.

Fresh Forward provides investment management and financial planning services to individual and high‑net‑worth clients, offering continuous portfolio supervision as well as project‑based and ongoing planning engagements. The firm operates on a fee‑only basis and, when appropriate, refers clients to third‑party professionals such as attorneys, accountants, and insurance agents. Its investment approach combines Modern Portfolio Theory with a mix of passive and active strategies, using ETFs, mutual funds, individual securities, and occasional third‑party model or sub‑advisers to implement client asset allocations. The firm tailors portfolios to clients’ goals and risk tolerances and delivers planning through both ongoing relationships and limited‑scope projects, with some planning work billed on an hourly or project basis rather than solely as a percentage of assets. Noteworthy distinctions include an explicit practice of recommending, vetting, and monitoring Outside Managers and the use of a third‑party wrap/platform solution for certain clients, practices that are less common among peers in the investment manager category. The firm is small and recently registered with no reported assets under management in its latest filing, and its principal also maintains outside employment in tax preparation, which may affect the firm’s capacity and the mix of services offered.

To learn more about the advisors currently working at Fresh Forward, 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
Tara Capp	Phoenix, AZ	1

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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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