A complete list of active advisors currently associated with Middle Coast Investing LLC

Warmer can help you find a great advisor at Middle Coast Investing LLC or one who fits your needs even better.

Middle Coast Investing serves individual and high‑net‑worth clients with discretionary portfolio management and tailored advisory services. As of December 31, 2025 the firm reported $12,121,430 in discretionary assets and offers both strategic ETF allocation portfolios and actively managed individual‑equity accounts. The firm uses two primary strategies: a strategic asset allocation ETF strategy described as a variation of an “all‑weather” portfolio that is reviewed quarterly, and an active, fundamental‑analysis equity strategy customized to client risk tolerance. Portfolios may include a broad set of instruments — including inverse and leveraged funds, ETFs, stocks and short‑term bonds — and the adviser seeks to rebalance or rotate holdings as conditions warrant. Compared with peers, Middle Coast Investing discloses and advertises performance results, a practice that is uncommon among similar supported firms. The firm also requires clients to use its recommended custodian, authorizes custodial fee deduction (a limited form of custody), and provides regular account reviews (monthly for equity portfolios and quarterly for ETF portfolios) along with semiannual client meetings.

To learn more about the advisors currently working at Middle Coast Investing 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.

Name	Location	Years of experience
Jonathan Liss	Ludington, MI	0
Daniel Shvartsman	Ludington, MI	2

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

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.

Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev

Find the right match for you

Answer a few quick questions and we'll tailor results to your goals, so you can hire smarter.

Find your advisor

A smarter way to hire an advisor Warmer combines best-in-class advisor data with guidance to help you clarify what you need, understand why an advisor may — or may not — fit, and move forward with confidence. Show more

Compare and choose confidently

Warmer combines best-in-class advisor data with guidance to help you clarify what you need, understand why an advisor may — or may not — fit, and move forward with confidence.

How Warmer works

Thoughtfully vetted, clearly explained Get to know your advisors' credentials, history, specialization, client fit, and communication style. We're selective about who we recommend — and tell you why we think someone fits your situation. Show more

We review transparently

Get to know your advisors' credentials, history, specialization, client fit, and communication style. We're selective about who we recommend — and tell you why we think someone fits your situation.

Our methodology

Always free and always on your side We help you book free consultations with your matches. You only pay an advisor if you decide to hire them. And our support doesn't end with an introduction — we're here to make sure the relationship works for you. Show more

Free. Confidence that lasts

We help you book free consultations with your matches. You only pay an advisor if you decide to hire them. And our support doesn't end with an introduction — we're here to make sure the relationship works for you.

Our ongoing support