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

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

Glenmore Financial provides fee-only, holistic financial planning and investment management to individuals and families, and operates a branded service (LifeSighted) aimed at young professionals. Services include comprehensive and project retainers, ongoing investment management, tax planning and tax return preparation, and limited-scope coaching engagements. The firm structures individualized plans through multi-session engagements that document goals, address cash flow, tax planning, retirement and estate considerations, and recommend investment allocations that generally emphasize no-load index mutual funds, ETFs, U.S. government bonds and cash instruments. Investment management can be discretionary under a limited power of attorney, and the firm works with major custodians while expressly factoring tax considerations and risk tolerance into portfolio construction. A distinguishing feature is the firm’s integrated tax capability: the advisors hold Enrolled Agent credentials, tax preparation is offered as a service, and one principal maintains seasonal tax-preparer employment while the firm states it has no formal affiliation with that tax preparer. Operating as a small two-advisor practice managing about $32 million for roughly 38 clients, Glenmore pairs traditional retainer and AUM-based pricing with in-house tax expertise and a focused offering for younger clients.

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