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

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

Proper Financial, LLC is a small registered investment adviser with three advisors managing approximately $65 million for about 122 individual and high‑net‑worth clients. The firm offers wealth management and discretionary portfolio management, alongside standalone financial planning and retirement-account advice, and refers clients to outside tax and estate‑planning resources. The firm operates as a fiduciary and relies primarily on fundamental analysis to build largely long‑term, diversified portfolios composed of low‑cost mutual funds and ETFs, with occasional use of individual stocks or bonds and shorter‑term trades for rebalancing or client needs. Proper Financial typically manages accounts on a discretionary basis, monitors portfolios continuously, and recommends a major custodian while using institutional platform tools and reporting for client oversight. Compared with many peers, Proper Financial is affiliated with an insurance agency (Proper Retirement, LLC) and its advisers are licensed to sell insurance products for commissions, a relationship the brochure discloses and treats as a potential conflict of interest. The firm’s principal is also engaged in raising capital for and participating in real‑estate investments and joint ventures, and the firm provides clients access to an outsourced estate‑planning platform (Wealth.com) and optional tax‑preparation support, all of which the firm says it manages through disclosure and internal policies.

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