A complete list of active advisors currently associated with Fruit of the Vine Financial, LLC

Warmer can help you find a great advisor at Fruit of the Vine Financial, LLC or one who fits your needs even better.

Fruit of the Vine Financial, LLC provides investment management, comprehensive and project-based financial planning, and retirement plan consulting and management to individual clients, high-net-worth individuals, and employer plan sponsors. The firm delivers ongoing portfolio supervision and written financial plans and advises on common instruments such as stocks, bonds, mutual funds, ETFs, and municipal and U.S. government securities. The firm develops client-specific investment policies and asset allocation targets through personal discussions and uses fundamental and cyclical analysis, a mix of passive and active strategies, and selective use of alternative funds. It offers an option for Biblically Responsible Investing for clients who wish to align portfolios with Biblical values and implements portfolios on a discretionary basis while accepting reasonable client-imposed restrictions in writing. Noteworthy features include managing $8.41 million in discretionary assets across nine client relationships, producing a relatively high assets-per-client ratio for a small adviser, and offering ERISA retirement-plan services that can include acting as an investment manager under section 3(38). The brochure also discloses the firm’s use of the Altruist One subscription and Altruist’s model marketplace (an advisor-paid service the firm monitors for conflicts) and states that trades are executed on an individual-account basis rather than through aggregated block trades.

To learn more about the advisors currently working at Fruit of the Vine Financial, 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.