A complete list of active advisors currently associated with Furlong Investment Solutions, LLC
Warmer can help you find a great advisor at Furlong Investment Solutions, LLC or one who fits your needs even better.
Furlong Investment Solutions, LLC is a fee‑only registered investment adviser that provides financial planning and discretionary investment management to individuals, family trusts and estates, and qualified retirement plans. The firm also delivers retirement plan consulting and services to employer plan sponsors and other corporate or business clients, in addition to serving pension and profit‑sharing plans. The firm implements portfolios through a strategic asset allocation framework using a core‑and‑satellite approach, favoring low‑cost passive core holdings (index funds and ETFs) supplemented by tactically selected active positions, with periodic rebalancing and a generally long‑term, buy‑and‑hold orientation. Financial planning is integrated into investment decision‑making across cash flow, tax, insurance, retirement and estate considerations, and the adviser operates under a fiduciary, fee‑only model. Distinctively for an independent RIA of its size, the firm routinely provides retirement plan consulting to plan sponsors and may act as an ERISA Section 3(21) or 3(38) fiduciary, including participant education and assistance with record‑keeper and vendor selection — services that are relatively uncommon among peers. The adviser’s principal holds CFA, CFP and Enrolled Agent credentials and brings multi‑decade industry experience, including institutional trading and tax representation expertise that informs both individual and institutional portfolio management.
To learn more about the advisors currently working at Furlong Investment Solutions, 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.
Name |
Location |
Years of experience |
|---|---|---|
Chicago, IL
| 10
|
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