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 is a fee-only registered investment adviser that serves individual and high‑net‑worth clients with portfolio management and comprehensive financial planning offered on both ongoing and project bases. The firm coordinates with third‑party professionals and may allocate client assets to outside managers as part of tailored investment solutions. The firm’s investment approach emphasizes asset allocation and modern portfolio theory, combining passive and active funds and employing fundamental and cyclical analysis to construct portfolios managed on a discretionary basis. When appropriate, it vets and monitors outside managers (using resources provided by a third‑party partner) and can incorporate tax considerations and socially responsible (ESG) preferences into client portfolios. Noteworthy aspects disclosed in the firm’s brochure include reporting no assets under management and a single advisory client while maintaining a stated $500,000 account minimum (which may be waived), and a principal with prior institutional investment‑analysis experience and the CFA designation. The firm recently added non‑advisory fractional COO/CFO consulting and personal financial coaching services (kept separate from advisory clients), reports allocating roughly half its time to advisory work and half to those non‑advisory activities, and requires custody with a single institutional custodian, noting the institutional support services that custodian provides.

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.

Name	Location	Years of experience
Paula Fleming	Denver, CO	2

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For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

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