A complete list of active advisors currently associated with Paisley Financial LLC
Warmer can help you find a great advisor at Paisley Financial LLC or one who fits your needs even better.
Paisley Financial provides financial consulting, individualized portfolio management and retirement-plan services to a mix of individuals (including high-net-worth clients), pension and profit-sharing plans, and other institutional and charitable entities. The firm reports roughly $34.6 million in discretionary assets under management and serves about 140 clients. The firm’s investment process centers on customized asset-allocation decisions informed by market research and third‑party analysis, with portfolios that may include stocks, bonds, ETFs, mutual funds and alternative instruments. It offers both discretionary trading authority and non‑discretionary consulting, conducts at least quarterly reviews, and uses a third‑party platform to manage held‑away participant accounts and implement rebalancing without taking custody. What is distinctive for a firm of this size is its formal affiliations: the brochure discloses ownership interests and associated‑person roles in a commodities trading advisor and another registered investment adviser, while noting those related services are not actively recommended to Paisley clients. The firm also makes available investment strategies that are less common among peers — including managed futures, non‑traded REITs and options — and combines pension/participant account management with hourly or fixed‑fee financial planning.
To learn more about the advisors currently working at Paisley Financial 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 |
|---|---|---|
Homer Glen, IL
| 16
|
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")