A complete list of active advisors currently associated with Momentum Financial and Insurance Services LLC

Warmer can help you find a great advisor at Momentum Financial and Insurance Services LLC or one who fits your needs even better.

Momentum Financial and Insurance Services LLC provides discretionary asset management, ongoing financial planning, and consulting to individuals, high‑net‑worth clients, foundations, and business entities, and also offers insurance products. The firm operates on a percentage‑of‑assets basis and supplements advisory services with public seminars and workshops intended to educate clients and prospects. The adviser typically implements client portfolios using an open‑architecture TAMP (Orion Portfolio Solutions), employing third‑party model strategies, separately managed accounts, direct indexing, and tax‑aware trading tools alongside fundamental, technical, and Monte Carlo analysis in financial planning. While the firm does not trade options directly, it relies on third‑party strategies available through the platform that can use derivatives (for example, buy‑write ETF strategies and other SMA strategies), and it manages accounts on a discretionary basis. Compared with many solo independent advisors, Momentum’s practice is notable for working with corporate or business clients, operating an affiliated insurance brokerage (a principal dedicates significant time to that activity), and regularly offering seminars and webinars. The firm discloses and documents referral and TPM relationships and the potential conflicts from insurance and third‑party strategies, and it states fiduciary procedures to address those conflicts.

To learn more about the advisors currently working at Momentum Financial and Insurance Services 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.