A complete list of active advisors currently associated with Measured Financial

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

Measured Financial provides investment advice and financial planning to individuals, high‑net‑worth clients, and business entities through portfolio management and related planning services. The firm offers non‑discretionary asset management, including dedicated variable annuity management and comprehensive financial planning that covers estate, tax, retirement income, and college planning topics. Measured Financial operates primarily on a non‑discretionary basis and states it obtains prior client approval before executing transactions, with $67,740,000 reported as non‑discretionary assets under management as of December 31, 2025. The firm combines fundamental, technical, charting and cyclical analysis in its investment work, sponsors a wrap fee program to bundle advisory and execution services, and conducts educational seminars and workshops for the public without providing specific investment or tax advice. What distinguishes the firm from many peers is this mix of features: sponsoring a wrap fee program while managing nearly all assets non‑discretionarily and offering public educational events—an uncommon combination for a small, newer advisory firm founded in 2019. The brochure also discloses that the firm is privately owned by two principals and that one principal maintains an affiliated insurance practice; the firm notes this outside activity as a disclosed conflict that it mitigates through procedures and fiduciary obligations.

To learn more about the advisors currently working at Measured Financial, 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.