A complete list of active advisors currently associated with Old Growth Financial LLC

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

Old Growth Financial LLC is an independent, state‑registered advisory firm that provides ongoing comprehensive financial planning, project‑based planning, and investment advisory services delivered alongside a third‑party portfolio manager. The firm’s brochure states it serves individuals, high‑net‑worth individuals, and families and details planning areas such as retirement projections, tax and estate planning, cash‑flow and debt management, and business planning. OGF’s investment approach emphasizes passive asset allocation informed by Modern Portfolio Theory and the use of outside managers; the firm assists clients in selecting an appropriate allocation and serves as the communication conduit with Betterment’s advisory platform. OGF structures ongoing planning as a fixed periodic fee with a defined service calendar (initial discovery and recommendations meetings, periodic follow‑ups, and ongoing email support) and will not manage portfolio accounts for clients who decline placement with the Betterment platform. Notable distinctions in the brochure include a reliance on Betterment For Advisors for portfolio execution and a disclosure that the firm reported $0 in assets under management as of December 31, 2025, which differentiates its operating model from many independent advisors that custody and directly manage client assets. The firm’s owner holds both CFP and Enrolled Agent credentials and the brochure notes the advisor’s prior experience in institutional budgeting and a current insurance license that is not used to sell products to clients.

To learn more about the advisors currently working at Old Growth 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.