A complete list of active advisors currently associated with Interlinc Financial Advisors, Inc.

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

Interlinc Financial Advisors is a fee-based firm that provides comprehensive financial planning, discretionary asset management, third‑party manager referrals and ERISA 3(21) retirement plan services, and it also conducts seminars and workshops intended to educate the public. The firm’s brochure discloses that it offers insurance products and may sell annuities and other commissioned insurance through an affiliated insurance business. The firm gathers client information to build tailored investment strategies, documents goals and risk tolerances, and may exercise discretionary trading authority or engage sub‑advisors or third‑party managers (including a referral relationship with a wrap program provider) while acting as a liaison and monitoring performance. Financial plans are delivered within 30 days, account reviews occur at least quarterly, and the firm specifies custodians (Charles Schwab and Fidelity) and a typical account minimum of $500,000, which may be lowered or waived. Noteworthy in the brochure are the combination of public seminars at no charge and the firm’s clear insurance affiliation, with firm principals spending roughly half their time on the affiliated insurance practice and the firm receiving referral/commission arrangements related to insurance and third‑party manager relationships. The brochure also reports zero assets under management as of October 9, 2026 and a small client base, which contrasts with the firm’s stated asset management and TPM activities and is a distinguishing operational detail.

To learn more about the advisors currently working at Interlinc Financial Advisors, 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.