A complete list of active advisors currently associated with HIGH FALLS ADVISORS, Inc.

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

High Falls Advisors works primarily with individual and high‑net‑worth clients, providing discretionary portfolio management alongside financial planning, tax preparation, business‑planning advice and trustee/administration services. The firm manages a mix of custom equity portfolios and model-based accounts and also advises on retirement plan assets held outside its custodian through third‑party access arrangements. Investment decisions are made and monitored by an internal investment committee that implements a suite of strategies, including ETF‑based core/index models with tax‑aware and ESG variants, American Funds‑based enhanced allocation models, Fidelity target allocation portfolios, and a retirement income strategy that blends multi‑asset income models with longer‑term allocations. Portfolios are actively managed and rebalanced on a regular schedule, and the firm uses third‑party platforms under limited discretionary authority for trading and tax‑loss harvesting on many accounts. The firm is notable for maintaining an affiliated legal practice in which a senior compliance officer remains licensed to handle a limited number of legal and estate‑planning matters, and for having a substantial in‑house tax and trust capability with multiple advisors holding CPA/EA/PFS credentials and offering tax preparation services. Advisors at the firm are also licensed to sell insurance, the firm leverages third‑party technology partners for retirement‑plan access and trade execution, and while some advisors were historically registered representatives of broker‑dealers, the firm reports it no longer has advisors acting as broker‑dealer representatives.

To learn more about the advisors currently working at HIGH FALLS 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.