A complete list of active advisors currently associated with Inflection Financial

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

Inflection Financial provides investment advisory services to employer-sponsored 401(k) plans and individual wealth management clients, offering both plan-level services (including ERISA Section 3(38) discretionary investment management for most plans) and comprehensive financial planning and portfolio management for individuals. The firm also offers a Financial Advice Center for plan participants, with one-on-one video consultations (Microsoft Teams or Zoom) that are recorded with participant consent and provided as part of certain plan service tiers. The firm’s investment process for individuals emphasizes an evidence‑based, long-term approach that prioritizes broad diversification, cost‑efficient implementation, and factor-aware exposure, with comprehensive financial planning included in its Wealth Management offering. For retirement plans, Inflection Financial applies an institutional scoring methodology that combines quantitative and qualitative factors, conducts quarterly reviews, and delivers written Fiduciary Investment Reviews on the cadence specified in each plan’s service agreement. Inflection Financial manages approximately $491.4 million in client assets with two advisors, a level of assets per advisor that is uncommon for firms of this support size and reflects recent growth including an acquisition that added roughly 16 retirement-plan clients. Distinctive operational and governance details include a requirement that individual clients custody assets at Charles Schwab Institutional, use of a third‑party marketing service to arrange introductory meetings with prospective plan clients, and a mediation-then-binding-arbitration dispute resolution provision in its individual advisory agreements.

To learn more about the advisors currently working at Inflection 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.