A complete list of active advisors currently associated with Highball Advisors

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

Highball Advisors provides portfolio management and comprehensive financial planning to individuals and families, offering continuous, tailored advice on retirement planning, cash flow, college savings, risk management, and estate planning. The firm is fee-only and reports about $72 million in discretionary assets under management across roughly 62 client accounts. The adviser primarily implements passive investment management, building portfolios from index mutual funds and ETFs to achieve target asset-class allocations, while using fundamental analysis when performing an Investment Analysis or selecting individual securities. Accounts are managed on a non-discretionary basis, with regular quarterly reviews and written or electronic financial plans provided to clients. The firm’s brochure highlights client education as a formal part of its activities, including free webinars for clients and prospects and fee-based speaking engagements, and it facilitates estate-document preparation through a third-party provider (EncorEstate Plans). Highball also discloses that it receives compensation only from clients (no third-party payments) and the practice is oriented toward individuals and families rather than high‑net‑worth households.

To learn more about the advisors currently working at Highball Advisors, 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.