A complete list of active advisors currently associated with Laguna Financial Advisory

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

Laguna Financial Advisory provides wealth management and comprehensive financial planning to individuals, high‑net‑worth clients, pension and profit‑sharing plans, charitable organizations, and business entities. Its services include discretionary and non‑discretionary portfolio management, customized investment models and Investment Policy Statements, plus fixed‑fee and hourly financial planning engagements and regular client communications. The firm uses both fundamental and technical analysis to construct and monitor portfolios, typically placing accounts into predefined or custom models and rebalancing as needed rather than pursuing high‑frequency trading. Financial planning work covers tax, retirement, estate, insurance and other areas and may be used to guide portfolio selection and implementation, including referrals to third‑party managers. Laguna is notable among peers because its associated persons are also registered representatives of Grove Point Investments and are licensed independent insurance agents, and the brochure discloses that they may receive commission‑based compensation for securities or insurance sales in addition to advisory fees. The firm also serves as a solicitor for outside managers (sharing up to 3% of management fees), charges a range of planning fees (including fixed plans up to $10,000 and hourly consulting), and operates as a small, two‑advisor practice managing roughly $93.5 million for about 265 clients.

To learn more about the advisors currently working at Laguna Financial Advisory, 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.