A complete list of active advisors currently associated with Jantorno Financial Advisors, LLC

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

The firm provides personalized financial planning and investment advisory services to individuals, trusts, estates and charitable organizations. It begins with a complimentary initial consultation and delivers a written financial plan with tailored portfolio recommendations that clients may implement through a custodian or broker of their choice. The investment approach emphasizes a longer-term buy-and-hold strategy with portfolio diversification and application of Modern Portfolio Theory, supported by third-party analytics; account reviews are performed on an intermittent or periodic schedule rather than through continuous monitoring. The firm does not exercise discretionary trading authority and requires client approval before executing recommendations. Notably, the firm does not charge fees based on a percentage of assets under management and instead operates on fee-only arrangements such as hourly and fixed periodic fees, and it does not accept sales commissions or product-based compensation. The brochure also discloses that the firm’s managing member owns an unrelated residential construction business and performs limited administrative work for that company, a secondary business affiliation that the firm treats as separate from its advisory activities.

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