A complete list of active advisors currently associated with Optimum Financial Services, LLC
Warmer can help you find a great advisor at Optimum Financial Services, LLC or one who fits your needs even better.
Optimum Financial Services, LLC provides discretionary and non-discretionary investment management, investment consulting, and retirement plan advisory services to individuals (including high net worth clients), trusts, estates, businesses, and retirement plans. The firm reports managing approximately $300,193,261 in client assets and operates with three advisors, and it also offers implementation through platforms such as Betterment Institutional. The firm’s investment approach is primarily long-term and centers on low-cost, diversified mutual funds and ETFs while also permitting individual stocks, commodities, and alternative investments where appropriate; Optimum employs fundamental, technical, and charting analysis and discloses use of proprietary quantitative algorithms. Optimum’s consulting services explicitly include back-tested portfolio analysis, correlation and fee analysis, and other scenario-based work, and the brochure describes the limitations and risks of quantitative and hypothetical results. Noteworthy distinctions in the brochure include the explicit use and disclosure of back-tested (hypothetical) analyses and algorithm-driven strategies—materials the firm highlights as part of its consulting and portfolio construction—and its operational integration with Betterment Institutional, where Optimum retains portfolio construction authority but does not take an advisory fee on assets implemented through that platform. The brochure also notes that some advisory persons are licensed insurance professionals and that the firm provides both ERISA 3(21) and 3(38) retirement plan services, which affect its range of services and potential revenue sources compared with many peers.
To learn more about the advisors currently working at Optimum Financial Services, 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 |
|---|---|---|
Jackson, MS
| 19
| |
Jackson, MS
| 7
| |
Jackson, MS
| 10
|
Not sure where to start?
We'll help you think it through — whether you ultimately need an advisor or not.
Warmer helps you compare advisors clearly — so you can choose with confidence.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")