A complete list of active advisors currently associated with Newcomb Financial Advisors, LLC

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

Newcomb Financial Advisors provides fee-only financial planning and investment management to individuals, trusts, estates and small businesses, offering one-time comprehensive plans, ongoing asset management, and limited-scope hourly advice. As of March 2025 the firm manages roughly $13.9 million for 14 clients, with nearly all assets managed on a discretionary basis. The firm’s investment process emphasizes strategic asset allocation using a core-and-satellite approach—passively managed index funds and ETFs as the core with actively managed satellite funds where appropriate—and documents objectives in written Investment Policy Statements. Portfolios are globally diversified, trades are executed under limited powers of attorney, and client accounts are reviewed at least quarterly while advice integrates cash flow, tax planning and estate considerations. Noteworthy operational choices include a strict fee-only model (no commissions or product sales), a business-continuation agreement to address loss or disability of key personnel, and a policy of not voting client proxies or providing tax preparation services. The firm’s small client roster and near-total discretionary management result in a higher advisor-to-client ratio and relatively hands-on oversight compared with many peers in the independent solo-advisor category.

To learn more about the advisors currently working at Newcomb Financial Advisors, 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.