A complete list of active advisors currently associated with Paoli Financial Advisors, Ltd.

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

Paoli Financial Advisors provides ongoing asset management and retirement-plan consulting to a small, concentrated client base, with roughly $10.7 million in assets under management across nine client relationships. The firm works with high‑net‑worth individuals and plan sponsors, offering portfolio management, investment policy development, and both fiduciary and non‑fiduciary retirement plan services including participant education and due‑diligence reviews. The firm typically constructs diversified portfolios using mutual funds and fundamental analysis, and it manages accounts on a non‑discretionary basis, requiring client approval before implementing trades and conducting at least quarterly reviews. Its advisory work emphasizes individualized planning and client‑directed investment restrictions rather than delegated trading authority or the use of third‑party money managers. Distinctive features noted in the brochure include that the firm’s principals also operate an affiliated law practice and an affiliated accounting firm and may provide or refer clients to legal and tax/accounting services, arrangements the brochure discloses as potential conflicts of interest. Combined with the firm’s small scale, concentrated client roster, and primarily non‑discretionary management model, these affiliations and cross‑referral practices differentiate it from many peers.

To learn more about the advisors currently working at Paoli Financial Advisors, Ltd., 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.