A complete list of active advisors currently associated with Plunkett & Associates, Inc.
Warmer can help you find a great advisor at Plunkett & Associates, Inc. or one who fits your needs even better.
Plunkett & Associates serves individuals, trusts, estates and charitable organizations, providing financial planning and discretionary portfolio management. The firm operates with a single advisor and a very small client roster (nine clients), typically developing individualized relationships rather than using model-driven or large-scale programs. Portfolios are implemented primarily through direct selection of individual stocks and bonds and are guided by a client-specific Financial Profile and Investment Plan. The firm combines traditional fundamental analysis with charting, technical and cyclical methods, may employ margin transactions when appropriate, and conducts regular reviews of managed accounts. Compared with many peers, the firm’s small scale and sole-advisor governance result in account oversight and advice being handled directly by the firm’s principal, with no reported disciplinary history or outside financial industry affiliations. The firm does not offer wrap programs and uses an institutional custodial/brokerage platform that provides research and operational support, which the firm discloses may create program-related conflicts of interest.
To learn more about the advisors currently working at Plunkett & Associates, 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.
Name |
Location |
Years of experience |
|---|---|---|
Carrollton, GA
| 20
|
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