A complete list of active advisors currently associated with Insight Family Financial

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

Insight Family Financial is a small, independent advisory firm that works primarily with individual clients and plan sponsors, providing asset management, financial planning, employer financial wellness programs, and ERISA plan services. The firm offers both ongoing wealth management tiers (Guided Wealth Builder, Core, Comprehensive), one-time and hourly planning, and services for retirement plans as either a limited-scope 3(21) advisor or a discretionary 3(38) investment manager. The firm offers both discretionary and non-discretionary asset management, and as of December 31, 2025 reported $746,254 in non-discretionary assets versus $359,254 managed on a discretionary basis, so most client assets are overseen on a non-discretionary basis where INSIGHT recommends trades but obtains client approval before execution. Investment implementation relies on fundamental analysis, long-term holdings, low-cost ETFs and institutional mutual funds, periodic rebalancing and tax-aware strategies such as asset location and tax-loss harvesting for applicable clients. Compared with peers, Insight’s combination of a solo advisor model and a majority of non-discretionary AUM is uncommon, and the firm’s service mix—tiered retail wealth management plus employer wellness programs and formal ERISA 3(21)/3(38) offerings—stands out for a firm of this size. The firm also designates Interactive Brokers or Charles Schwab for custody and manages client accounts separately (does not aggregate trades), which may affect execution and operational handling relative to larger advisory firms.

To learn more about the advisors currently working at Insight Family 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.