A complete list of active advisors currently associated with Outlook Financial Services

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

Outlook Financial Services is a small, independent, fee-only advisory firm that works with individuals and small businesses, offering investment supervisory services and comprehensive financial planning. The firm actively manages about $30.7 million for 42 clients and provides regularly scheduled reviews on roughly $43 million for an additional 27 clients. The firm’s investment approach centers on a core-and-satellite strategic asset allocation, using primarily no-load or low-load mutual funds and exchange-traded funds in globally diversified portfolios, and it may manage accounts on a discretionary or non‑discretionary basis while clients retain custody. Rather than using a percentage-of-assets fee model, advisory and planning services are billed through hourly charges, retainers, or contract fees. Distinctive features include a stated history of disciplinary events disclosed in the brochure (a client claim settlement and a state regulatory consent order from the 1990s–2000s), which prospective clients may review in the Disciplinary Information section. The firm also provides a broader set of services than many solo advisers — including divorce and litigation support with expert testimony capacity, ongoing bookkeeping and cash‑flow management, and non‑custodial review-only engagements.

To learn more about the advisors currently working at Outlook Financial Services, 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.