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
Matthew Furlong	Chicago, IL	10

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

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 referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev

Find the right match for you

Answer a few quick questions and we'll tailor results to your goals, so you can hire smarter.

Find your advisor

A smarter way to hire an advisor Warmer combines best-in-class advisor data with guidance to help you clarify what you need, understand why an advisor may — or may not — fit, and move forward with confidence. Show more

Compare and choose confidently

Warmer combines best-in-class advisor data with guidance to help you clarify what you need, understand why an advisor may — or may not — fit, and move forward with confidence.

How Warmer works

Thoughtfully vetted, clearly explained Get to know your advisors' credentials, history, specialization, client fit, and communication style. We're selective about who we recommend — and tell you why we think someone fits your situation. Show more

We review transparently

Get to know your advisors' credentials, history, specialization, client fit, and communication style. We're selective about who we recommend — and tell you why we think someone fits your situation.

Our methodology

Always free and always on your side We help you book free consultations with your matches. You only pay an advisor if you decide to hire them. And our support doesn't end with an introduction — we're here to make sure the relationship works for you. Show more

Free. Confidence that lasts

We help you book free consultations with your matches. You only pay an advisor if you decide to hire them. And our support doesn't end with an introduction — we're here to make sure the relationship works for you.

Our ongoing support