A complete list of active advisors currently associated with Marc C Helfrich Registered Investment Advisor

Warmer can help you find a great advisor at Marc C Helfrich Registered Investment Advisor or one who fits your needs even better.

The firm serves individual clients and provides financial planning and non-discretionary investment advisory services, beginning with a complimentary consultation and offering tailored written financial plans. It reports managing about $33.5 million in client assets on a non-discretionary basis and does not take custody of client funds. The adviser gathers client data through interviews and questionnaires to assess goals and risk tolerance, then provides recommendations across areas such as retirement, estate, tax, and risk management; clients generally must approve transactions before they are executed. Accounts are reviewed at least annually and upon material life or market changes, clients receive custodian statements, and the firm does not prepare additional ongoing account reports or vote client proxies. Distinctive features include the principal’s active role as a licensed insurance agent (life, annuity, and health), spending roughly 20 hours per month on that activity and receiving separate commissions that the firm discloses as a potential conflict of interest. The firm’s emphasis on planning and advice delivered without discretionary trading, combined with the insurance-sales activity and its practice of forwarding proxy materials to clients rather than voting them, differentiates it from many independent peers.

To learn more about the advisors currently working at Marc C Helfrich Registered Investment Advisor, 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.