A complete list of active advisors currently associated with Momentum Financial Strategies, LLC

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

Momentum Financial Strategies, LLC is a small independent advisory firm that provides ongoing portfolio management to individual clients and consulting services to pension and profit‑sharing plans, including 401(k) plans. The firm reports roughly $1.21 million in assets across 22 client relationships and produces written Investment Policy Statements and regular portfolio monitoring for its clients. The firm employs a blend of cyclical, fundamental, modern portfolio theory and technical analysis and generally implements long‑term trading and asset‑allocation strategies using equities, fixed income and ETFs. It offers both discretionary and non‑discretionary services, and its December 2024 disclosures show most assets are held in non‑discretionary accounts (about $1.08M non‑discretionary vs. $130K discretionary), which is uncommon for peers. A noteworthy feature is that the firm’s principal is a licensed insurance agent and may offer commissionable insurance products to clients, a relationship disclosed as a potential conflict of interest. The combination of providing formal pension consulting to plan clients (including plan documentation, manager recommendations and monitoring) while operating largely through non‑discretionary plan assets distinguishes the firm from many other solo independent advisers.

To learn more about the advisors currently working at Momentum Financial Strategies, 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
Bilal Aquil	Stafford, TX	8

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