A complete list of active advisors currently associated with Mcfarland Associates

Warmer can help you find a great advisor at Mcfarland Associates or one who fits your needs even better.

McFarland Associates provides comprehensive financial and estate planning and investment advisory services to individuals (including high‑net‑worth clients), as well as trusts, estates, corporations, and retirement plans. Typical services include goal and cash‑flow analysis, tax and estate‑structure planning, insurance and retirement plan assistance, and implementation support through consultations and written plans. The firm follows a Modern Portfolio Theory framework implemented mainly through broadly diversified mutual fund allocations and ongoing planning, and it offers both full‑service and hourly planning engagements. McFarland generally operates on a non‑discretionary basis—clients approve allocation changes and trades—and can supervise third‑party investment managers under separate agreements when clients prefer delegated day‑to‑day management. Noteworthy for its peer group, McFarland manages the large majority of its assets on a non‑discretionary basis (roughly $83 million reported in non‑discretionary AUM), which differs from the more common discretionary models among similar firms. The firm also oversees third‑party advisory relationships (including use of an independent administrator), does not participate in wrap programs, and does not accept performance‑based fees.

To learn more about the advisors currently working at Mcfarland Associates, 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.