A complete list of active advisors currently associated with Fvs Financial

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

FVS Financial is an independent, single-advisor investment advisory firm that provides portfolio management and financial planning primarily for individual clients. The firm reports about $11 million in assets under management across roughly 25 client relationships and includes pension consulting among its service offerings. The firm delivers individualized portfolio management and financial advice typical of a solo practitioner, generally adapting strategies to clients’ retirement and planning needs and using asset-based fee arrangements. Its Form ADV describes direct client engagement for account management and coordination of financial and retirement planning services. The brochure discloses several atypical features for a firm of this size: the advisor is licensed to act as a real estate broker and as an insurance agent, maintains affiliations with a real estate broker and with an insurance company, and is affiliated with other registered investment advisers; the Form ADV also discloses a prior disclosure event. Those multiple licensing and affiliate relationships, together with the pension consulting capability and the disclosed event, distinguish the firm’s business model from most single-advisor independent practices.

To learn more about the advisors currently working at Fvs Financial, 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.