A complete list of active advisors currently associated with MS Financial Services, LLC

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

MS Financial Services, LLC provides discretionary investment management and consulting to individuals, high‑net‑worth individuals, trusts, and estates. The firm constructs diversified portfolios using mutual funds, ETFs, and individual equities and also advises on retirement‑account matters, including rollovers, while acting as a fiduciary. The advisor’s process emphasizes fundamental analysis and a primarily long‑term orientation, with individualized investment policy statements, strategic asset allocation, and ongoing monitoring; the firm may trade shorter term for rebalancing, tax reasons, or to meet client liquidity needs. MS Financial applies internal due diligence, may retain legacy holdings when appropriate, and manages client accounts on a discretionary basis with custody and execution services generally provided through Schwab. A noteworthy feature is the principal’s concurrent role as a partner in Spurr & Spurr, LLP, a tax and accounting firm at the same address, with the brochure stating he spends approximately half his time on tax and accounting matters; clients are not required to use the accounting services, but the affiliation creates an operational relationship and referral potential. The firm operates as a solo advisor practice managing roughly $45 million for about 90 clients and maintains an institutional relationship with Schwab that provides technology and support.

To learn more about the advisors currently working at MS Financial 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.