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

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

Insight Financial Services provides discretionary portfolio management, broad-based and modular financial planning, pension consulting, and educational seminars to individuals (including high-net-worth clients), retirement plans, trusts, estates, and other entities. The brochure discloses the firm manages client portfolios on an ongoing basis and reported approximately $213.8 million in assets under management as of December 31, 2025. The firm tailors advice to each client’s objectives and risk tolerance, combining discretionary management, modular planning, and the use of third‑party asset managers or model portfolios when appropriate. Its investment approach draws on fundamental and technical analysis, modern portfolio theory, and may include short‑term trading, options, and margin activity as suitability dictates; portfolios are monitored and rebalanced in response to market and client changes. Notable distinctions in the firm’s disclosure include a formal program of speaking engagements and educational seminars and contractual arrangements under which promotors receive ongoing compensation for client referrals, both of which affect how Insight markets and grows its client base. The brochure also notes that some client assets may be held directly with mutual fund transfer agents rather than a traditional qualified custodian and that the firm may act as either a non‑discretionary (3(21)) or discretionary (3(38)) ERISA fiduciary for retirement plans, which can influence service delivery and responsibilities.

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