A complete list of active advisors currently associated with Inman Financial Services, Inc.

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

Inman Financial Services provides investment advisory and financial planning services to individual and high‑net‑worth clients. Offerings include ongoing portfolio management with written investment policy statements and model rebalancing, plus retirement, college, tax and estate planning and advice on mutual funds, fixed income, ETFs, REITs and insurance products such as annuities. The firm employs fundamental analysis and modern portfolio theory within a long‑term trading framework and tailors portfolios to each client’s goals, time horizon and risk tolerance. Accounts are reviewed regularly (at least monthly) and may be managed on either a discretionary or non‑discretionary basis, with periodic reporting to clients. A distinguishing feature is that some principals are licensed insurance agents and the firm may offer commissionable insurance products, which the brochure discloses as a potential conflict of interest the firm manages under its fiduciary policies. The firm also participates in institutional programs with custodians and fund complexes (including Charles Schwab and American Funds) that provide research, trading and practice‑support services to the adviser.

To learn more about the advisors currently working at Inman Financial Services, Inc., 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.