A complete list of active advisors currently associated with Geld Financial Advisors, Inc.

Warmer can help you find a great advisor at Geld Financial Advisors, Inc. or one who fits your needs even better.

Geld Financial Advisors, Inc. operates as a referral-only investment adviser representative that primarily refers clients—generally high‑net‑worth individuals—to independent, SEC‑registered advisers for investment management. The firm does not manage client assets or custody securities itself and instead facilitates introductions to third‑party advisers and custodians. Geld relies on the independent advisers’ methods of analysis and directs clients to review those advisers’ disclosure documents; clients may impose investment restrictions and decide whether to engage the recommended adviser. The firm does not offer wrap fee programs, does not provide ongoing account reviews on referred assets, and does not sell investment products directly. Geld is closely affiliated with a local accounting firm (Saba, Colman & Hunt, P.C.) and a consulting firm (Computer Management Consultants), with the majority of referrals originating from that accounting relationship—an arrangement that is uncommon among solo independent advisers. Rather than charging clients directly (for example, a percentage‑of‑AUM fee), the firm is compensated through referral arrangements with the independent advisers it recommends and focuses on channeling clients to those third‑party investment managers.

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