A complete list of active advisors currently associated with Options Best Financial

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

Options Best Financial provides discretionary portfolio management services tailored to high‑net‑worth individuals, creating written Investment Policy Statements that reflect each client’s goals, tax considerations, and risk tolerance. The firm manages a very small number of client accounts with approximately $3.5 million in discretionary assets under management. The adviser uses fundamental analysis and implements a mix of long‑term, short‑term, and options trading strategies, documenting risk profiles and exercising discretion to execute trades on behalf of clients. Accounts are monitored regularly and the firm highlights the material risks associated with options and active trading in its disclosures. Notably, the firm accepts performance‑based fees for qualified clients and applies a high‑water‑mark framework to those arrangements, an approach that is uncommon among peers and can create additional incentives the firm addresses in its allocation policies. The firm also requires clients to custody assets at a specific institutional custodian and participates in that custodian’s advisor program, which provides third‑party services and benefits that may influence brokerage selection.

To learn more about the advisors currently working at Options Best 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.