A complete list of active advisors currently associated with Logan Financial Empowerment
Warmer can help you find a great advisor at Logan Financial Empowerment or one who fits your needs even better.
Logan Financial Empowerment provides investment management and financial planning services to individual clients, including high-net-worth individuals. Services described in the firm brochure include continuous, tailored portfolio management, written financial plans delivered through ongoing comprehensive or limited-scope engagements, and referrals to third‑party managers for model-based portfolio implementation. The firm’s investment approach emphasizes passive portfolio construction informed by Modern Portfolio Theory and fundamental analysis, and it may implement model portfolios through a third‑party solution (XYIS) that allocates among mutual funds, ETFs, and, at times, individual securities. Financial planning work involves periodic reviews and monitoring of client plans, with written reports provided for planning engagements while investment accounts are reviewed quarterly. Noteworthy aspects of the firm include an active program of educational seminars and speaking engagements that are explicitly educational (and sometimes provided pro‑bono), a service offering that is relatively uncommon among independent advisers. The advisory practice is very small in scale—reporting roughly $81,000 in discretionary assets under management and a very limited client base—and the firm’s principal has significant outside employment (about 37.5 hours per week), which the brochure discloses as a feature of its operating model.
To learn more about the advisors currently working at Logan Financial Empowerment, 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 |
|---|---|---|
Indianapolis, IN
| 6
|
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