A complete list of active advisors currently associated with Next Step Financial Transitions

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

Next Step Financial Transitions serves individual and high-net-worth clients with tailored investment management and financial planning services, including project-based plans and an ongoing subscription-style comprehensive planning offering. The firm also recommends and implements third-party manager programs and mutual fund allocation models through providers such as SEI and American Funds, and accepts client-imposed restrictions with no stated account minimum. The firm constructs client-specific investment policy statements and pursues a mix of fundamental, technical, charting, and cyclical analysis within a Modern Portfolio Theory framework, while using SEI asset-allocation models and outside managers for many accounts. Accounts are reviewed at least semi-annually, may be managed on a discretionary basis or via non-discretionary outside managers, and the firm executes client trades on an individual rather than block basis. Distinctive for a firm of its size, Next Step Financial Transitions’ advisory team includes professionals with specialized credentials in divorce and special-needs financial planning (CDFA® and ChSNC®) and operates a related divorce financial services business that consumes a meaningful portion of advisor time. The firm also notes advisors maintain insurance licenses but do not sell insurance products, does not accept third-party sales compensation, and generally relies on SEI’s platforms for model allocations and reporting.

To learn more about the advisors currently working at Next Step Financial Transitions, 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.