A complete list of active advisors currently associated with On Track Financial LLC
Warmer can help you find a great advisor at On Track Financial LLC or one who fits your needs even better.
On Track Financial is an independent, owner-operated registered investment adviser that provides financial planning, estate planning, insurance consulting and investment advisory services to individuals and high‑net‑worth clients. The firm reports managing about $78 million across roughly 145 client relationships and offers ongoing portfolio management alongside planning services. The firm favors diversified allocations across mutual funds, ETFs and individual securities—mixing growth, value and index strategies across capitalization ranges and including bond exposure to government, corporate, high‑yield and municipal markets—to align portfolios with clients’ risk tolerance, tax and estate considerations. Portfolios are reviewed periodically and may include legacy holdings (for example loaded mutual funds, closed‑end funds and REITs) brought in from prior accounts; the adviser operates with discretionary authority over certain accounts while maintaining a review and approval process with clients. Distinctive for a solo independent RIA, the firm’s principal also maintains a registered‑representative relationship with a broker‑dealer, and the brochure notes the use of discount broker custodians and the potential for brokerage commissions in executing transactions. The firm also documents a formal Code of Ethics, does not vote client proxies (clients retain proxy voting responsibility), and discloses that it implements client reviews on a rolling six‑ to nine‑month schedule.
To learn more about the advisors currently working at On Track 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.
Name |
Location |
Years of experience |
|---|---|---|
Concord, NH
| 33
|
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