A complete list of active advisors currently associated with Method Finance, LLC

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Method Finance, LLC provides discretionary portfolio management and financial planning services primarily to individual and high‑net‑worth clients. The firm manages roughly $54.6 million for a small client base of about 56 relationships and offers both ongoing investment management and separately available comprehensive financial plans. The firm’s investment process is time‑horizon driven and emphasizes diversified, index‑based allocations implemented mainly with ETFs and individual equities, documented in an Investment Policy Statement for each client. Method also employs tactical and value‑oriented tilts, uses short‑term trades for rebalancing and tax management, and may incorporate less common instruments such as SPAC-related fixed‑income exposures and precious‑metal ETFs when viewed as strategically appropriate. Noteworthy differences from many peers include the firm’s solo‑practitioner structure combined with the principal’s institutional research background and CFA charter, and a practice that automatically includes financial planning for managed accounts while also offering higher‑hour, fixed‑fee planning engagements. The firm requires clients to custody managed assets on its recommended platform (Altruist/Apex), does not receive soft‑dollar benefits, and maintains written policies around fair allocation of limited investment opportunities.

To learn more about the advisors currently working at Method Finance, LLC, 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.