A complete list of active advisors currently associated with Next Adventure Financial LLC

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

Next Adventure Financial LLC is a fee-only advisory firm, founded in 2023, that serves individuals (including high‑net‑worth clients) and charitable organizations and manages roughly $20.9 million for about 67 clients. The firm offers discretionary portfolio management alongside both ongoing and project‑based financial planning, and it provides estate‑planning assistance through a third‑party technology solution. The firm’s investment process emphasizes asset allocation and modern portfolio theory, combining passive and active funds and evaluating mutual funds/ETFs on factors such as underlying holdings, tax efficiency, and manager track record. It may engage outside managers, subscribes to third‑party model portfolios, and typically manages accounts under limited discretionary authority with periodic (quarterly) reviews tied to client risk tolerance and goals. Distinctive operational features include use of a model marketplace and an Altruist-based custodial platform alongside Charles Schwab, estate‑planning document support via a third‑party EncorEstate solution, and referral access to a cash‑aggregation service (Flourish Cash). The brochure also discloses the firm’s use of standing letters of authorization for transfers and an explicit no‑minimum account policy, which are operational details that may differ from many peers.

To learn more about the advisors currently working at Next Adventure Financial 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.