A complete list of active advisors currently associated with Loyd Financial Management Inc.

Warmer can help you find a great advisor at Loyd Financial Management Inc. or one who fits your needs even better.

Loyd Financial Management provides comprehensive financial planning and fee-only investment management to individuals, high-net-worth clients, and charitable organizations. The firm manages a mix of assets — including model portfolio accounts, legacy assets, 529 college savings accounts, and variable annuities — across roughly 149 client relationships. The firm delivers advice primarily through a Turnkey Asset Management Platform (TAMP) and structured, asset-class allocation models that use no-load mutual funds and ETFs; Focus designs and implements the model portfolios while Loyd Financial monitors and supervises the recommendations. Unlike most peers, Loyd Financial manages client accounts on a non-discretionary basis—clients retain final authority to accept or reject portfolio actions—and provides financial planning to platform clients at no additional charge. Noteworthy for a supported-size practice, Loyd Financial reports all regulatory assets as non-discretionary, a characteristic that is uncommon among similar firms. The firm also extends no-cost oversight for “legacy” and miscellaneous holdings (e.g., 529s and variable annuities) for platform clients, recommends a specific custodian and TAMP provider as part of its operational model, and is led by a CFP-designated principal who also holds an inactive law license.

To learn more about the advisors currently working at Loyd Financial Management Inc., 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.