A complete list of active advisors currently associated with Onroute Financial

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

OnRoute Financial serves individual clients and small businesses, providing comprehensive financial planning and portfolio management services tailored to retirement planning, cash-flow and debt management, college savings, estate planning, insurance review, and business-owner consulting. The firm works with clients to produce written or electronic financial plans and also offers hourly planning engagements. The adviser uses a mix of fundamental, technical, cyclical and charting analysis when conducting investment analysis and constructs client-specific Investment Policy Statements to guide implementation. Portfolio implementation may be carried out directly or through third‑party managers (TAMPs), and plans are monitored with periodic follow-ups and annual reviews. Noteworthy features for a firm of this size include that the principal maintains outside paraplanning work for another advisory firm (reported as a material outside business activity) and that the firm recently removed online courses and speaking engagements from its service offerings as a material change. The firm also uses Charles Schwab for custody and receives certain soft-dollar and educational benefits through that relationship, and it accepts limited custody only for direct fee debiting.

To learn more about the advisors currently working at Onroute 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.