A complete list of active advisors currently associated with Patina Financial Partners, LLC

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

Patina Financial Partners is a newly formed, state-registered advisory that provides discretionary investment management and financial planning to individuals and high-net-worth clients. The firm implements portfolios using mutual funds, ETFs and, where appropriate, individual securities, and it does not take custody of client assets except for limited fee-debit authority. The firm follows an evidence-based, long-term investment philosophy grounded in Modern Portfolio Theory, favoring low-cost, passively managed or rules-based vehicles with selective factor tilts and strategic asset allocation. Portfolios are constructed for broad diversification, managed with low turnover, and adjusted for events such as allocation drift, tax opportunities, or client-specific changes. What distinguishes the firm from many peers is its regular use of unaffiliated Independent Managers and restricted-access funds; the advisor conducts initial and ongoing due diligence and oversight of those managers while not receiving third‑party compensation. The firm also maintains an institutional relationship with its custody platform that provides software and operational support to the advisor, and its principal is a CFP® professional who maintains limited outside business activities.

To learn more about the advisors currently working at Patina Financial Partners, 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.