A complete list of active advisors currently associated with Penn Portfolio Partners LLC

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

Penn Portfolio Partners is a state-registered investment adviser founded in 2024 that provides active asset management and financial planning services to individuals, high-net-worth clients, trusts, and small businesses. The firm emphasizes tailored portfolios designed to meet client goals and, as of the brochure date, was a newly formed adviser with no assets under management. The firm combines fundamental analysis and Modern Portfolio Theory to set asset allocations and select funds, and it implements active trading strategies—ranging from long-term purchases to option-writing approaches—to manage client accounts and rebalance as needed. Clients may impose reasonable restrictions on holdings, receive trade confirmations and custodial statements, and the firm requires use of a specified qualified custodian for accounts. What is distinctive for this adviser is its fee design: alongside a conventional percentage-of-AUM management fee it also charges an hourly meeting rate for advisory time and uses a mix of income- and asset-based recurring planning fees or a negotiable fixed-fee plan for financial planning, practices that are less common among peers in this category. The firm is owned through a holding LLC, identifies a principal with a non‑investment professional background, and discloses use of custodial and third‑party services that may affect operational arrangements.

To learn more about the advisors currently working at Penn Portfolio 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.

Name	Location	Years of experience
Frank Martinez	Hatfield, PA	1

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