A complete list of active advisors currently associated with Perryman Financial Advisory, Inc.

Warmer can help you find a great advisor at Perryman Financial Advisory, Inc. or one who fits your needs even better.

Perryman Financial Advisory, Inc. is an SEC-registered investment adviser managing just over $1.02 billion for roughly 510 clients with a team of eight advisors. The firm provides discretionary portfolio management, comprehensive financial planning, and retirement-plan services for individuals (including high-net-worth clients), trusts, estates, charitable organizations, corporations, and pension and profit‑sharing plans. The firm uses both fundamental and technical analysis to build diversified portfolios that may include no‑load mutual funds, individual stocks and bonds, ETFs, and a wide range of alternatives such as structured notes, private placements, business development companies, real estate, and oil & gas royalty interests; custody is maintained at Schwab Institutional and financial planning and account aggregation are supported via eMoney. Accounts are primarily managed on a discretionary basis with periodic monitoring and rebalancing, and the firm describes due diligence and risk disclosures for illiquid and alternative investments. Perryman discloses several features that are uncommon among similar team firms: its advisory agents are also registered with an affiliated broker‑dealer (Perryman Securities, Inc.), and the firm operates as a licensed insurance agency, so advisors may receive commissions, placement fees, or other compensation when clients purchase certain securities, load products, alternative investments, or insurance contracts. Those relationships and the firm’s use of soft‑dollar credits and placement arrangements are identified in the Brochure as potential conflicts of interest and are disclosed as part of its implementation practices.

To learn more about the advisors currently working at Perryman Financial Advisory, Inc., 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.