A complete list of active advisors currently associated with OADE Financial

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

OADE Financial provides comprehensive financial planning to individuals and high‑net‑worth clients, addressing goals, cash flow, retirement readiness, debt reduction, insurance and estate planning and coordinating with other professionals. Investment recommendations in plans are generally limited to no‑load, low‑cost mutual funds and U.S. Treasury, corporate and municipal bonds, with clients directing execution through a broker‑dealer of their choice. The firm follows a passive, allocation‑based approach using seven target investment strategies and regular reviews and rebalancing to maintain target allocations. Instead of charging a percentage‑of‑assets fee or managing client accounts, OADE delivers advice on a fixed, tiered fee basis and does not take custody of or discretionary authority over client assets, so clients implement investment decisions themselves. Noteworthy features include an explicit policy permitting the firm or its related persons to co‑invest alongside clients in private offerings and venture investments, subject to written disclosure, pro‑rata terms and a rule that client allocations are filled before advisor participation. The firm also reports approximately $87 million in assets under advisement while serving a relatively small client base, and it may refer clients to other advisors under disclosed solicitor arrangements.

To learn more about the advisors currently working at OADE 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.

Name	Location	Years of experience
William Foshay	Portsmouth, NH	7

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For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

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