A complete list of active advisors currently associated with Onward Financial Advising LLC

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

The firm provides investment management and financial planning services to individuals and high-net-worth clients, including business owners seeking help with business planning, employee benefits optimization, and estate or tax planning. It operates as a fee-only adviser and uses a mix of percentage-of-assets billing for portfolio management and fixed or project fees for planning engagements. The firm’s investment process emphasizes asset allocation guided by Modern Portfolio Theory, combining passive ETFs and mutual funds with fundamental analysis and an intention to hold investments long term while permitting tactical short-term trades when warranted. Portfolios are tailored to each client’s risk tolerance and objectives, clients may impose written restrictions, and the adviser generally operates with limited discretionary trading authority for managed accounts. Noteworthy for its scale and background, the recently formed firm manages a very small asset base (about $6,570) across a handful of clients and is led by a CFP-designee with an engineering and corporate engineering-management background, which informs its work with technical professionals and owner-operators. The firm does not aggregate client trades into block orders, recommends an institutional Schwab custody platform (and receives related support services), and leaves proxy voting to clients rather than voting securities on their behalf.

To learn more about the advisors currently working at Onward Financial Advising 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
Brian Blakeman	Sammamish, WA	3

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