A complete list of active advisors currently associated with Long Family Office
Warmer can help you find a great advisor at Long Family Office or one who fits your needs even better.
Long Family Office advises individuals (including high-net-worth clients), trusts, corporations and retirement plans, offering individualized portfolio management and broader financial planning that may review securities, real estate, insurance products and business interests. The firm accepts discretionary and non-discretionary accounts and charges fees based on a percentage of assets under management. Its investment process combines modern portfolio theory with fundamental, technical and cyclical analysis and constructs portfolios tailored to each client’s objectives, with ongoing monitoring of discretionary accounts and formal reviews at least quarterly. The adviser typically implements accounts through Schwab Institutional and allows clients to place reasonable restrictions on investments. The brochure discloses that the firm engages in business and exit planning through a related entity and notes an affiliation with an insurance company, which informs its inclusion of insurance in comprehensive planning — an arrangement that is uncommon among peers. The firm’s materials also explicitly address risks for digital assets and describe a relatively small client base and concentrated AUM, indicative of a family-office style service model.
To learn more about the advisors currently working at Long Family Office, 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 |
|---|---|---|
Wilmington, NC
| 12
| |
Wilmington, NC
| 28
|
Not sure where to start?
We'll help you think it through — whether you ultimately need an advisor or not.
Warmer helps you compare advisors clearly — so you can choose with confidence.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")