A complete list of active advisors currently associated with Innovative Financial, LLC
Warmer can help you find a great advisor at Innovative Financial, LLC or one who fits your needs even better.
Innovative Financial is a fee-only registered investment adviser that provides comprehensive financial planning, ongoing discretionary investment management, and tax preparation to individuals and a range of institutional clients. The firm reports managing about $105.3 million in discretionary assets for roughly 115 clients and offers both planning and portfolio services under one advisory relationship. Investment decisions are driven by modern portfolio theory and multi-factor academic research, including the Fama–French framework, and implemented primarily with globally diversified index mutual funds and ETFs. Portfolios are constructed from rigorously designed models with an intentional tilt toward smaller-cap and value-oriented equities, and the firm follows a buy-hold-and-rebalance discipline rather than market timing. Distinctive features include a principal who is a Certified Public Accountant and the integration of tax preparation into the planning process at no separate charge, which the firm treats as part of its holistic advice. The firm operates with no asset minimum, limits its services to discretionary management, and maintains a fee-only structure with no third-party commissions, while adhering to professional fiduciary and ethical standards.
To learn more about the advisors currently working at Innovative Financial, 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.
Name |
Location |
Years of experience |
|---|---|---|
Lakewood, CO
| 17
|
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