A complete list of active advisors currently associated with Long Run Financial, Ltd.
Warmer can help you find a great advisor at Long Run Financial, Ltd. or one who fits your needs even better.
The firm provides discretionary investment management, personal financial planning, and financial coaching to individuals and families, and it also offers employer/employee consulting and 401(k) review services for defined-contribution plans. Services are delivered through ongoing asset management and through hourly or project-based planning engagements. Its investment approach emphasizes strategic asset allocation implemented with a mix of passive index/ETF exposure and active security selection (including dividend-paying stocks and bond funds) informed by fundamental analysis and third‑party research. Portfolios are managed on a discretionary basis using individualized model portfolios, daily monitoring, and quarterly rebalancing and reporting. The firm manages approximately $14 million for roughly two dozen clients, which supports a hands-on combination of portfolio oversight and tailored planning work such as debt-paydown scenarios and retirement and college planning projections. It limits certain growth-stock strategies to clients deemed sophisticated, operates on a fee-only basis with no commissions or referral fees, adheres to NAPFA/CFP ethical standards, provides employer plan consulting without third‑party compensation, and participates in limited military financial counseling through an external program.
To learn more about the advisors currently working at Long Run Financial, Ltd., 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 |
|---|---|---|
Frankfort, IL
| 20
|
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