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

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

Next Chapter Financial LLC provides investment management and financial planning services primarily to individuals and high‑net-worth clients, offering continuous discretionary portfolio management as well as project‑based and ongoing planning engagements. The firm operates as a fee‑only adviser and typically charges asset‑based fees while also facilitating referrals and allocations to third‑party or outside managers. The firm’s investment process centers on client‑specific investment policies and asset‑allocation targets, using fundamental and cyclical analysis alongside modern portfolio theory to construct portfolios that can include both passive and active strategies. When appropriate, Next Chapter allocates client assets to outside portfolio managers and conducts due diligence and ongoing monitoring of those managers, including using resources provided by SpringTide to evaluate manager performance and risks. Noteworthy aspects include a formalized practice of selecting and supervising other advisers — including recommending and reallocating among outside managers — a capability that is less common among peer investment‑manager firms. The firm is recently registered and, as disclosed in its ADV, reported no assets under management as of March 26, 2024; it also offers limited-scope, project‑based planning billed on an hourly basis, which is an uncommon fee arrangement for firms in this category.

To learn more about the advisors currently working at Next Chapter 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.