A complete list of active advisors currently associated with Full Body Finance

Warmer can help you find a great advisor at Full Body Finance or one who fits your needs even better.

Full Body Finance serves individual and household clients, including high-net-worth and charitable accounts, with comprehensive financial planning, ongoing coaching, and optional discretionary investment management. Services are delivered as continuing engagements (typically 12 months with renewal options) and also include group education and membership-style resources. The firm emphasizes a blended planning-and-coaching approach that explicitly addresses clients’ financial histories, money mindsets, and decision-making processes (including somatic-based tools) alongside traditional asset-allocation and long-term investment strategies. Portfolios are constructed with diversification in mind using funds and ETFs, and client preferences such as socially responsible investing and account restrictions are incorporated into investment policy statements. Distinctive features include regular educational offerings—periodic newsletters, seminars/workshops, and a membership platform—which the firm highlights as part of its client outreach and education. The firm operates at a very small scale for an independent adviser (only a handful of clients and currently no reported assets under management) and primarily uses flat annual service tiers rather than the percentage-of-assets billing model common among peers.

To learn more about the advisors currently working at Full Body Finance, 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.