A complete list of active advisors currently associated with Liquidifi

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

LiquidiFi provides investment management and related advisory services exclusively to individual clients, with a stated specialization in fixed‑income instruments alongside advice on equities, mutual funds, and ETFs. The firm offers two service tiers—a model‑portfolio Basic Tier and a customized Premium Tier—and makes financial planning available on a case‑by‑case or hourly basis while also offering ongoing complimentary educational workshops. Client engagements begin with a survey and a live consultation to develop a written Investment Policy Statement, after which accounts are managed on a discretionary basis with at least quarterly reviews and rebalancing. Portfolio construction emphasizes diversification within fixed income (issuer type, geography, maturity, duration, and credit quality) and considers macroeconomic factors such as interest rates and exchange rates when managing risk. Distinctive features relative to many peers include the firm’s small scale—roughly $442,000 in discretionary assets under management across about ten client relationships—and its community education presence through local workshops and seasonal recreation listings. The firm’s principal concurrently runs a separate technology company and developed a client‑facing mobile application prior to registration; the adviser also requires Interactive Brokers as custodian and discloses receipt of certain in‑kind services from that custodian.

To learn more about the advisors currently working at Liquidifi, 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.