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
Anthony Krcmar	Homer Glen, IL	17

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