A complete list of active advisors currently associated with Imber Financial Group, LLC

Warmer can help you find a great advisor at Imber Financial Group, LLC or one who fits your needs even better.

Imber Financial Group, LLC provides discretionary portfolio management and financial planning to individual clients (including high‑net‑worth individuals) and charitable organizations, and also manages employer‑sponsored plan participant accounts. The firm delivers ongoing account monitoring, prepares an individualized Investment Policy Statement for each client, and may engage outside money managers to manage all or part of a client’s assets. The firm’s investment approach incorporates fundamental analysis and modern portfolio theory and employs both long‑term and short‑term trading within client risk tolerances documented in the Investment Policy Statement. Accounts are typically managed through institutional platforms (AE Wealth Management and AssetMark) and the firm generally directs custody to major custodians while retaining discretion to appoint sub‑advisers and oversee their ongoing performance. A distinguishing feature is the firm’s ownership structure as a family trust and its affiliated insurance agency, with certain advisers licensed to sell insurance products—relationships the brochure discloses as potential conflicts of interest. The firm also discloses that it may receive fee splits from outside managers and participate in institutional custodian programs (including Schwab), and it maintains no account minimum for its services.

To learn more about the advisors currently working at Imber Financial Group, LLC, 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.