A complete list of active advisors currently associated with Hurlburt Financial

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

Hurlburt Financial serves individual and high‑net‑worth clients as well as trusts, estates, corporations and retirement plans, providing discretionary investment supervisory services, financial planning, and consulting. The firm prepares individualized Investment Policy Statements and also offers limited advice on real estate syndications and other non‑securities matters. The firm’s investment approach is value‑driven and based on fundamental analysis, with a long‑term orientation that emphasizes companies with strong balance sheets, dividend histories and international exposure; tactical and implementation decisions are guided by the client’s IPS. Tactical portfolio execution is typically delegated to selected sub‑advisors through a CPAlliance arrangement, while Hurlburt Financial retains oversight and coordinates communications between clients and sub‑advisors. Notable differences from many peers include operating under an affiliated Certified Public Accounting practice with firm leadership holding CPA/PFS credentials and devoting substantial time to tax and accounting work. The firm also conducts free educational seminars on investing fundamentals, recommends use of Fidelity’s institutional program for custody, and routinely uses an unaffiliated sub‑advisor network for day‑to‑day portfolio management.

To learn more about the advisors currently working at Hurlburt 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.

Name	Location	Years of experience
Mitchell Bruner	Lakeland, FL	1
Robert Hurlburt	Lakeland, FL	17

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