A complete list of active advisors currently associated with Monsour Advisory Services, Inc.

Warmer can help you find a great advisor at Monsour Advisory Services, Inc. or one who fits your needs even better.

The firm provides portfolio management and financial planning primarily for individual clients and also advises employer‑sponsored retirement plans and other institutional clients. Services described in the brochure include discretionary management of equities, fixed income, mutual funds and ETFs, comprehensive financial planning, retirement plan design and oversight, and no‑fee educational seminars and workshops. Investment strategy is tailored to each client’s risk tolerance and time horizon, using Modern Portfolio Theory, a set of model asset‑allocation ranges (from Aggressive to Income), and a mix of fundamental, technical and cyclical analysis. Financial planning follows the CFP Board’s six‑step process and a three‑stage prepare/integrate/formulate methodology, with ongoing monitoring, quarterly performance reporting, and implementation support for retirement plans. The firm’s brochure highlights several features that are less common among similar independent advisers: it is licensed as an insurance agent and may receive commissions on insurance sales (noted as approximately 5% of time devoted to insurance), it offers pension consulting and can serve in Limited‑Scope 3(21), 3(38), and Full‑Scope 3(21) ERISA fiduciary roles for retirement plans, and it conducts educational seminars at no charge. The brochure also discloses separate real estate activities (about 5% of time) and reports roughly $92.4 million in client assets under management as of the date of the filing.

To learn more about the advisors currently working at Monsour Advisory Services, Inc., 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.