A complete list of active advisors currently associated with New Light Financial

Warmer can help you find a great advisor at New Light Financial or one who fits your needs even better.

New Light Financial LLC is a small, independent registered investment adviser that provides discretionary portfolio management and financial planning to individuals, high‑net‑worth clients, trusts, estates and certain business entities. As of December 31, 2025 the firm reported approximately $31.0 million in discretionary assets under management and serves roughly 108 client accounts. The firm implements model portfolios tailored to clients’ life stages (Gain, Protect, Spend) and uses strategic asset allocation with a mix of active allocation, risk‑assist and “real spend” models that can shift between equities and fixed income and include tactical risk management. New Light applies fundamental, technical, cyclical and economic analysis, may utilize third‑party money‑manager programs available through its custodian platform, and generally manages accounts on a discretionary, percentage‑of‑AUM basis. Several practices set the firm apart from many independent peers: its brochure discloses the use of client testimonials in advertising, an affiliation in which an owner also operates an insurance agency (New Light Services LLC), and the fact that it accepts corporate or business clients in addition to individual investors. The firm also provides complimentary educational seminars and discloses the potential conflict of interest that may arise when insurance recommendations could generate commission compensation, leaving clients free to accept or decline those recommendations.

To learn more about the advisors currently working at New Light Financial, 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.