A complete list of active advisors currently associated with Normaltown Financial LLC

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

The firm provides investment advisory and wealth management services to individuals and high‑net‑worth individuals, offering both discretionary and non‑discretionary portfolio management, comprehensive financial planning, and allocation advice for accounts held elsewhere. It charges fees based on assets under management and manages client portfolios directly. Its investment approach is generally long‑term focused, typically building diversified portfolios with ETFs and low‑cost mutual funds while also using fundamental, technical, cyclical and charting analysis and, when appropriate, individual stocks or unaffiliated managers. The firm conducts ongoing monitoring with formal reviews at least annually and offers tailored recommendations for aligning held‑away retirement or employer plan accounts, with clients responsible for implementing those changes. Noteworthy aspects include an affiliation as a licensed insurance agency, where the firm’s principal may sell insurance products for commission in addition to providing advisory services, a disclosed conflict of interest; the principal also operates a separate real estate holding entity. The practice is a recently established, small advisory business managing roughly $1.08 million for a very small client roster and participates on an institutional custody platform that provides technology and support to the firm.

To learn more about the advisors currently working at Normaltown 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.