A complete list of active advisors currently associated with Letteney Financial Advisory, LLC

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

Letteney Financial Advisory provides discretionary investment management and financial planning services to individual and retirement-focused clients, operating under management agreements with client accounts custodied at Charles Schwab. The firm offers planning and consulting services—such as establishing IRAs and brokerage accounts, budgeting, and overall strategy development—alongside ongoing portfolio management. The adviser employs both fundamental and technical analysis and generally pursues longer-term investment strategies, typically holding positions for at least a year while rebalancing or adjusting as client needs dictate. Portfolios are typically built using mutual funds as primary holdings and are tailored to each client’s goals, risk tolerance, and any restrictions the client imposes. Distinctive operational features include exclusive use of Charles Schwab as custodian, occasional mutual fund share-class conversions to seek more favorable positions for clients, and a practice of not aggregating trades except when implementing firm‑wide security changes. The firm conducts formal account reviews at least annually with semi-annual checkpoints, and it does not accept proxy‑voting responsibility for client securities.

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