A complete list of active advisors currently associated with Good News Financial & Investment Advisors, LLC
Warmer can help you find a great advisor at Good News Financial & Investment Advisors, LLC or one who fits your needs even better.
Good News Financial & Investment Advisors provides discretionary investment management, financial planning, and retirement-plan services to a mix of individuals, trusts/estates, charitable organizations and corporate or business clients. The firm also offers ERISA-plan advisory work (including limited scope 3(21) fiduciary services for 401(k), 403(b), pension and profit‑sharing plans) and holds public seminars and workshops on investing and financial topics. The firm manages client portfolios on a discretionary basis and routinely uses sub‑advisors and third‑party model providers, including a co‑advisor arrangement with an outside RIA, to implement proprietary and model‑based strategies. It can review and rebalance “held‑away” retirement accounts through a third‑party platform, documents client objectives and risk profiles, and conducts at least quarterly reviews of managed accounts. Distinctive features in the brochure include stated affiliation with insurance businesses and disclosure that the firm’s principal is a licensed insurance agent who spends material time on those activities and may receive commissions, a conflict the brochure describes and discloses to clients. The combination of ERISA/pension consulting, explicit corporate/business client work, use of outside sub‑advisors and co‑advisor fee arrangements, and the firm’s public seminars (and use of testimonials in its advertising materials) are noted as practices that are less common among independent advisers of this size.
To learn more about the advisors currently working at Good News Financial & Investment Advisors, LLC, 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.
Name |
Location |
Years of experience |
|---|---|---|
Largo, MD
| 5
|
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")