A complete list of active advisors currently associated with OxenFree Financial

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

OxenFree Financial serves individual investors (including high‑net‑worth clients), charities, and businesses with discretionary portfolio management, financial planning, asset allocation advice, and related consulting services. The firm also provides financial coaching, educational seminars/workshops, estate‑planning facilitation, and introductions to third‑party retirement plan and specialized tax service providers. The firm typically delivers tailored, account‑specific advice and manages accounts on a discretionary basis using mutual funds, ETFs, and model portfolios; for eligible clients it may implement limited listed‑options strategies (currently covered calls and cash‑secured puts on ETFs). OxenFree reviews accounts periodically and factors client objectives, risk tolerance, liquidity needs, and tax considerations into its recommendations, while noting that some services (e.g., cash management or PathFinder retirement accounts) are offered through third parties. OxenFree is affiliated with OxenFree Tax LLC, which provides tax preparation and accounting services, and with OxenFree Technology LLC, which operates MyMOO, a free online financial‑education platform — affiliations the firm discloses and for which it describes controls to address conflicts of interest. The firm also makes third‑party programs available (including Flourish Cash and ACM’s PathFinder) and discloses ongoing referral or promotional compensation arrangements for some introductions, along with policies intended to manage the resulting conflicts.

To learn more about the advisors currently working at OxenFree 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.