A complete list of active advisors currently associated with Nightingale Financial Advisory

Warmer can help you find a great advisor at Nightingale Financial Advisory or one who fits your needs even better.

Nightingale Financial Advisory provides discretionary investment management to individuals and non-profit organizations, overseeing roughly $41.7 million in discretionary assets for a small roster of clients. The firm’s service offering explicitly includes portfolio management for institutional clients (non-profits) in addition to individual investors, a mix that is relatively uncommon among independent solo advisors. The firm’s investment approach emphasizes preservation of capital and the avoidance of negative returns, using both qualitative and quantitative filters to identify growth-oriented opportunities and sector trends. Portfolios may be concentrated in a limited number of industries, supplemented by fixed income and cash positions when attractive opportunities are limited; accounts are monitored daily and reviewed monthly, and clients receive regular investment reports. Operationally, the firm requires client assets to be custodied on a single institutional platform (Fidelity) and receives related platform services, and it generally executes trades for client accounts individually rather than aggregating orders. The firm also does not accept proxy voting authority (clients receive proxy materials directly), features that may be material for institutional clients evaluating custody, execution, and governance arrangements.

To learn more about the advisors currently working at Nightingale Financial Advisory, 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.