A complete list of active advisors currently associated with Friday Financial

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

Friday Financial serves individual and high-net-worth clients, as well as trusts, estates, businesses, and participant-directed retirement plans, offering discretionary investment management, financial planning, and retirement-plan advisory services. Like many team firms, it charges percentage-of-assets fees and provides portfolio management for individuals alongside customized financial planning. The firm’s investment approach is rooted in Modern Portfolio Theory and a passive, asset-class strategy, primarily using low-turnover mutual funds and DFA offerings, with asset-allocation modeling (including Monte Carlo simulations) to set policy and rebalance portfolios. Friday Financial also uses third-party support and managers — retaining Focus Partners Advisor Solutions for sub-advisory and back-office services and, in some cases, engaging AQR as an independent manager for portfolios of individual securities. Noteworthy distinctions include that some employees are licensed insurance agents who may receive separate commission compensation for insurance implementation, a potential conflict the brochure discloses and addresses in its client-communications and code of ethics. The firm also discloses use of third-party marketing assistance and the use of client testimonials in its advertising, and it may use less-liquid vehicles such as interval funds and multiple sub-advisors in client portfolios, practices that are less common among comparable team firms.

To learn more about the advisors currently working at Friday 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.