A complete list of active advisors currently associated with Imagine Financial Services

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

Imagine Financial Services is a solo, state‑registered independent advisory firm that serves individual clients through ongoing investment management and offers comprehensive and project‑based financial planning. The firm also provides retirement plan consulting to employer plan sponsors, assisting with plan design, monitoring, investment menu selection, and participant education. The firm’s investment approach is grounded in Modern Portfolio Theory and emphasizes passive, low‑turnover portfolios constructed with mutual funds and ETFs to achieve targeted asset‑class exposures; clients receive tailored investment policy statements and may impose reasonable restrictions on their accounts. For larger relationships the firm may engage a third‑party sub‑advisor (including the use of Dimensional Fund Advisors model portfolios) and generally manages client accounts on a discretionary basis. What distinguishes the firm from many solo independent advisers is its ongoing retirement plan consulting and ERISA fiduciary role on behalf of plan sponsors and plan fiduciaries, a service not commonly offered by firms in this category. The firm also combines fixed‑fee comprehensive planning and shorter project planning engagements and notes use of sub‑advisor mutual funds that can have purchase or reallocation limitations if a client moves to another adviser.

To learn more about the advisors currently working at Imagine Financial Services, 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
Marianne Nolte	Lake Havasu City, AZ	11

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