A complete list of active advisors currently associated with Made Financial Design
Warmer can help you find a great advisor at Made Financial Design or one who fits your needs even better.
The firm provides investment management and both project-based and ongoing financial planning to individual and high-net-worth clients, and it offers financial coaching as a separate, non-advisory service. Implementation options identified in the brochure include use of third-party managers and Betterment Advisor Solutions, and the firm recommends independent custodians for account custody and trading. MADE operates as a fee-only adviser and generally manages client accounts on a discretionary basis, developing client-specific investment policies and asset-allocation plans that may combine passive and active vehicles. The brochure describes regular account reviews and the ability for clients to impose written restrictions, and notes that the adviser may assist clients in selecting and monitoring outside managers. Noteworthy details in the brochure include that the principal holds the CFP® designation and an unusual professional background in advanced music degrees and academia, and that the principal is a licensed insurance agent who no longer sells insurance and the firm states it is not affiliated with insurers — a point of interest given that insurer affiliations are uncommon among independent advisers. The firm is newly established (2024) and the brochure discloses a limited client base and a stated minimum account requirement that the adviser may waive.
To learn more about the advisors currently working at Made Financial Design, 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 |
|---|---|---|
Land O Lakes, FL
| 3
|
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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. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
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