A complete list of active advisors currently associated with Onward Fi, LLC
Warmer can help you find a great advisor at Onward Fi, LLC or one who fits your needs even better.
The firm provides ongoing, one-on-one financial planning and investment management to individual clients, combining portfolio oversight with written comprehensive plans that address net worth, cash flow, insurance, retirement, college planning, and estate considerations. Engagements are structured as continuing advisory relationships in which the firm collects suitability and planning data to tailor recommendations and meet clients’ objectives. The investment approach is primarily passive and grounded in Modern Portfolio Theory, using diversified index mutual funds and ETFs to emphasize low internal costs, limited trading, and tax efficiency. The firm also supplements its core passive framework with fundamental, technical, and cyclical analysis to inform sector or security decisions and offers retirement-plan participant advice under the PTE 2020‑02 fiduciary standard while not initiating trades in employer-sponsored plan accounts. Noteworthy features for a small advisory practice include roughly $10.8 million in discretionary assets across about two dozen clients and a principal who holds CFP®, CPA and PFS credentials with a background in tax and accounting, which informs the firm’s planning and tax-aware oversight. The firm recommends a fully digital, commission-free custodian (Altruist) for account integration, reports no outside affiliations or performance‑based fees, and discloses no disciplinary history.
To learn more about the advisors currently working at Onward Fi, 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 |
|---|---|---|
Plainfield, IN
| 11
|
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