A complete list of active advisors currently associated with Locke Asset Management

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

Locke Advisory Services works with individuals, trusts and small business owners to provide discretionary investment management alongside personal financial planning and tax planning and preparation. The firm offers these services both as stand‑alone engagements and as integrated advice intended to coordinate investments, tax considerations and cash‑flow planning. The firm asks clients to establish a written investment policy statement that reflects goals, time horizon, cash‑flow needs, tax attributes and risk tolerance, and implements diversified portfolios composed primarily of stocks, mutual funds and ETFs. Investment selection incorporates both fundamental and technical analysis, clients are grouped by risk profile, and accounts are reviewed at least quarterly with transitions to target allocations implemented over time as appropriate. Distinctive elements include the founder’s professional credentials in accounting and financial planning and prior public‑company financial executive experience, which the firm says it uses to integrate tax, accounting and investment advice. The adviser manages the firm’s discretionary assets for a limited number of clients, and the practice offers targeted billing accommodations for certain client groups, a young‑investor program, and a recurring credit that may be applied toward planning and tax services.

To learn more about the advisors currently working at Locke Asset Management, 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.