A complete list of active advisors currently associated with Laguna Investment Services
Warmer can help you find a great advisor at Laguna Investment Services or one who fits your needs even better.
Laguna Investment Services provides portfolio management and investment advice to individuals, families, trusts, and small businesses, covering both taxable accounts and individual retirement accounts. Services include asset allocation, trade execution, and retirement-focused planning that considers clients’ age, time horizon, and family circumstances. The firm uses technical, fundamental, and cyclical analysis and implements income, growth, and capital preservation strategies tailored to clients’ goals and risk tolerance. As of 03/25/2025 it reported roughly $1.91 million in non-discretionary assets versus about $374,300 in discretionary assets, indicating many clients retain approval over individual trades. Compared with many independent advisers, Laguna explicitly accepts small business or corporate clients in addition to individual and trust accounts, a client mix that is relatively uncommon. The firm custodizes client assets with Charles Schwab, aggregates trades when appropriate, and operates as a fee-only adviser that does not charge commissions.
To learn more about the advisors currently working at Laguna Investment 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.
Name |
Location |
Years of experience |
|---|---|---|
Pembroke, MA
| 27
|
Not sure where to start?
We'll help you think it through — whether you ultimately need an advisor or not.
Warmer helps you compare advisors clearly — so you can choose with confidence.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")