A complete list of active advisors currently associated with Phoenix Financial Engineering, LLC

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

Phoenix Financial Engineering, LLC provides fee‑based financial planning and non‑discretionary investment management to individuals, high‑net‑worth clients, and small businesses. Like many independent advisers, the firm delivers portfolio management for individuals and charges asset‑based advisory fees while not acting as custodian. The firm constructs portfolios and written investment policy statements tailored to each client’s goals, time horizon, and risk tolerance, using both fundamental and technical analysis and employing strategies from long‑term holdings to short‑term trades and option writing. Account reviews are performed at least quarterly (and more often as market conditions dictate), financial planning is offered on an hourly or fixed‑fee basis, and the firm also holds public seminars and workshops that are educational and free to attend. Noteworthy aspects include the firm’s small, solo‑practitioner scale—one advisor serving a limited client base with roughly $13 million under management—and the advisor’s active academic roles as an adjunct professor, which contribute to the firm’s emphasis on educational outreach. The adviser operates on a non‑discretionary basis, does not vote client proxies, and participates in a national custodian program that provides third‑party services to the firm (a potential source of conflicts disclosed in the brochure).

To learn more about the advisors currently working at Phoenix Financial Engineering, 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.