A complete list of active advisors currently associated with Nomad Financial

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

Nomad Financial is a fee‑only, independent advisory firm that provides private wealth management, ongoing and project‑based financial planning, delegated investment management, hourly consulting, and tax return preparation. It serves individual and high‑net‑worth clients with discretionary and non‑discretionary portfolio management and planning services. The firm’s investment approach centers on asset‑allocation models implemented with a mix of passive and active vehicles, with attention to tax efficiency, low turnover, and manager/fund selection; clients receive an investment policy statement, periodic reviews, and coordinated tax planning. Nomad also offers an option to delegate investment management separately from comprehensive planning for clients who prefer a streamlined portfolio management relationship. Distinctive features include a very small client roster relative to assets under management (two reported clients managing roughly $3.9 million), the operation as a solo, fee‑only adviser across two offices, and the inclusion of tax return preparation coordinated through third‑party providers. The firm’s principal has a legal and tax‑specialist background with experience in regulatory and wealth‑management settings, and the practice routinely recommends multiple custodians and outsourced providers to deliver specialized services.

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