A complete list of active advisors currently associated with O'Ferrall Advisory Services
Warmer can help you find a great advisor at O'Ferrall Advisory Services or one who fits your needs even better.
O'Ferrall Advisory Services provides discretionary investment management and comprehensive financial planning to individuals, high‑net‑worth individuals, trusts, and institutional clients, and offers ERISA/pre‑retirement plan support including IPS development and participant education. The firm publishes a monthly newsletter and occasionally delivers educational workshops and speaking engagements at no charge. Portfolios are managed on a discretionary basis using diversified allocations that may include stocks, bonds, mutual funds, ETFs, REITs and alternative investments, with benchmark choices that vary by risk profile (Nasdaq‑100 for aggressive, a total market index for moderate, and the S&P U.S. Treasury Bond Index for conservative). Investment decisions draw on both fundamental and technical analysis, tactical asset allocation, and periodic reviews (at least annually, more often as needed), with custody held at an independent custodian. Distinctive features include formal affiliations with in‑house accounting and tax operations (Service Pro Bookkeeping and O'Ferrall Tax Agency) and the capability of advisors to sell insurance products (whole life, term life and long‑term care), creating an integrated offering across investment, tax, bookkeeping and insurance services. The firm also discloses occasional hourly billing and that advisors may receive insurance‑related compensation, along with providing free educational programming—characteristics that differentiate its service mix from many peer managers.
To learn more about the advisors currently working at O'Ferrall Advisory Services, 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 |
|---|---|---|
Tallahassee, FL
| 4
|
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