A complete list of active advisors currently associated with Future Finances Inc

Warmer can help you find a great advisor at Future Finances Inc or one who fits your needs even better.

The firm provides personalized financial planning and discretionary investment management for individuals (including high‑net‑worth clients), pension and profit‑sharing plans, trusts, estates, charitable organizations, small businesses, and certain institutional clients such as banks and investment companies. As of the most recent filing it reported approximately $304.6 million in assets under management across roughly 691 accounts, and it executes trades under a limited power of attorney while clients retain custodial control. Investment management combines a core‑and‑satellite, tactical and strategic asset allocation framework with an explicit emphasis on technical analysis (charting, cyclical and timing methods) alongside fundamental research. Portfolios typically use passive index funds and ETFs as cores with tactical satellite allocations, are managed on a discretionary basis, and are supported by ongoing monitoring and periodic reviews; the firm also offers standalone financial planning and implementation through brokerage and insurance channels. Notable and less common features in the brochure include affiliations that provide access to managed futures programs and physical metals through an affiliated independent introducing broker registered with the NFA, and certain personnel who are registered representatives of a broker‑dealer and hold commodity futures qualifications (Series 3). The firm also offers other financial products (annuities, insurance, limited partnerships) and serves institutional client types such as banks and investment companies—characteristics that are uncommon among similarly sized supported advisory firms.

To learn more about the advisors currently working at Future Finances Inc, 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.