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 is a fee‑only registered investment adviser that provides investment management, comprehensive financial planning, and tax return preparation primarily for individual and high‑net‑worth clients. Services include discretionary portfolio management, project‑based and ongoing planning engagements, and referrals to unaffiliated third‑party professionals when needed. Its investment process centers on asset allocation and Modern Portfolio Theory, combining passive ETF/mutual fund exposures with fundamental analysis and a long‑term holding orientation. To implement strategies and scale oversight, the firm routinely uses third‑party model portfolios and may engage Outside Managers for day‑to‑day management while retaining responsibility for model selection and periodic review. Noteworthy aspects include the firm’s recent formation and very small scale — as of December 31, 2024 it reported approximately $5,344 in assets under management and served a single client — and that the principal maintains a full‑time engineering role that occupies most trading hours, a disclosed operational constraint. The firm also provides in‑house tax preparation and explicitly documents use of outside managers and a model platform, with written disclosures and a Code of Ethics to address related conflicts.

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.