A complete list of active advisors currently associated with GoTo Financial

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

GoTo Financial provides discretionary portfolio asset management, financial planning and consulting, and periodic newsletters to individuals and high‑net‑worth clients as well as trusts, estates, charitable organizations and business entities. The firm reports about $64.1 million in assets under management and states it emphasizes continuous account supervision for managed accounts. Investment decisions are built from a mix of fundamental, technical and macroeconomic analysis and implemented with ETFs, mutual funds, individual equities and fixed‑income securities, with at least quarterly reviews and occasional rebalancing. Cash balances are typically placed in relatively low‑risk instruments such as money market funds, FDIC‑insured CDs, high‑grade commercial paper or government debt, and the firm manages client assets directly rather than using third‑party money managers. A noteworthy aspect of the firm is that its principals operate a related financial‑software business (Asset Planet), which the brochure says consumes meaningful time and resources, while the adviser maintains industry experience and FINRA registrations but discloses it does not sell commissionable securities or insurance products. The brochure also discloses the firm’s custodial and research arrangements with a major custodian (Schwab), including access to research and technology services that the firm says it considers when selecting execution venues.

To learn more about the advisors currently working at GoTo 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.