A complete list of active advisors currently associated with Outpost Advisors, LLC

Warmer can help you find a great advisor at Outpost Advisors, LLC or one who fits your needs even better.

Outpost Advisors provides discretionary investment management and a range of financial planning services for individual clients, and also advises employer plan sponsors. The firm offers packaged planning options (Quick-Start, Standard, Stand-Alone) as well as ongoing comprehensive planning and project-based hourly planning. Its investment approach emphasizes passive, asset‑class weighted portfolios implemented with low‑cost index funds and ETFs alongside fundamental analysis and the selective use of third‑party managers and model portfolios. Client relationships are guided by written investment policy statements and ongoing review, and planning services explicitly include non‑investment support such as career development and job‑interview coaching as well as tax and estate guidance. Notable features compared with many peers include a formal program of educational seminars and speaking engagements (including pro‑bono options) and a structured planning workflow built around the firm’s Outpost Purpose Process. The firm also offers professional coordination services that can integrate and bill outside specialists on behalf of clients, and operates at a boutique scale—managing roughly $70.5 million for about 111 clients.

To learn more about the advisors currently working at Outpost Advisors, 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.