A complete list of active advisors currently associated with Front Porch Financial Advisory

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

Front Porch Financial Advisory provides portfolio management, financial planning, and retirement-plan advisory services to individuals, high‑net‑worth clients, corporations or business entities, and employer-sponsored retirement plans. The firm reports managing about $181 million across discretionary and non‑discretionary accounts for roughly 114 clients and offers participant‑directed plan services in addition to individual wealth management. The firm tailors advice through a written Investment Policy Statement and uses fundamental analysis, modern portfolio theory, and quantitative tools to construct portfolios, employing both long‑ and short‑term trading as appropriate; accounts can be managed on a discretionary or non‑discretionary basis with regular monitoring and at least quarterly reviews. Financial planning engagements are delivered on fixed‑fee or hourly bases and retirement‑plan work is documented in customized Retirement Plan Advisory Agreements. Distinctively for a solo independent advisor, the firm provides pension and profit‑sharing plan consulting and participant education, assists plan sponsors with selection and monitoring of designated investment alternatives and QDIAs, and is willing to serve as an ERISA 3(21) co‑fiduciary — services that are relatively uncommon among peers. The firm’s principal also holds insurance licensure and a Certified Divorce Financial Analyst credential and notes the capability to assist with divorce‑related financial planning and to discuss insurance solutions, while stating the advisory business does not currently sell insurance products.

To learn more about the advisors currently working at Front Porch Financial Advisory, 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
Holden Bobb	Charlotte, NC	0
Geoffrey Owen	Charlotte, NC	23

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