A complete list of active advisors currently associated with Global Financial Advisory Services, Inc.

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

Global Financial Advisory Services serves individuals (including high‑net‑worth clients), trusts and estates, retirement plan participants, pension/profit‑sharing plans, charitable organizations, and businesses. The firm offers investment management and financial consulting, including portfolio construction using ETFs and institutional mutual funds, referrals to third‑party advisers and platforms (such as City National Rochdale and Betterment), fixed‑income sub‑advisory arrangements, and 401(k) plan advisory and participant education. The firm describes a client‑specific, long‑term allocation process driven by each client’s objectives and risk tolerance and typically implements portfolios using ETFs and mutual funds from providers such as Dimensional and Avantis, and in some cases American Funds. Global implements accounts on both a discretionary and non‑discretionary basis, uses Focus Partners Advisor Solutions (FPAS) for account administration and trade processing, and states it reviews client accounts at least quarterly. Distinctive items in the brochure include disclosed affiliations with related businesses that provide tax, bookkeeping, and business management services and the presence of personnel who are licensed to sell insurance, each identified as potential conflicts that are disclosed to clients. The firm also discloses referral and marketing arrangements — including solicitor fees from third‑party managers and marketing support and sponsored educational seminars from FPAS — and reports $36,548,509 in non‑discretionary regulatory assets under management, indicating a meaningful non‑discretionary program alongside its discretionary business.

To learn more about the advisors currently working at Global Financial Advisory Services, 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.