A complete list of active advisors currently associated with Onboard Financial Management, LLC

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

Onboard Financial Management is a small, independent registered investment adviser that serves individuals, trusts, estates, and small businesses with discretionary investment management and financial planning. As of December 31, 2025 the firm reported approximately $4.85 million in assets under management across 23 client relationships. The firm typically pursues a customized, long‑term investment approach, constructing diversified portfolios using ETFs, mutual funds, and individual stocks and bonds while employing both fundamental and technical analysis. Portfolios are managed on a discretionary basis with an emphasis on low turnover, periodic rebalancing, and the ability to accommodate reasonable client‑imposed restrictions. Onboard sponsors a wrap fee program that bundles securities transaction costs into its asset‑based advisory fee—an arrangement the firm discloses in its Wrap Fee Program Brochure and that is less common among independent, solo‑practitioner advisers. The firm also includes insurance analysis as part of its financial planning services and participates in an institutional custodian program that provides certain economic benefits to the adviser, operational features that differentiate it from many peers of similar size.

To learn more about the advisors currently working at Onboard Financial Management, 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.