A complete list of active advisors currently associated with Prudent Money Financial Services

Warmer can help you find a great advisor at Prudent Money Financial Services or one who fits your needs even better.

The firm provides fee-based money management and personal financial planning primarily to individual investors and also to pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. Services include the discretionary Prudent Management Account for ongoing portfolio management and standalone personal investment-advisor or hourly planning engagements. The firm describes a contrarian, actively managed approach intended to perform in both bull and bear markets, using strategic and tactical asset allocation, trend analysis, and diversification. Portfolios are constructed from four strategy components—a mutual-fund core, fixed/guaranteed income, a market-direction sleeve that can use inverse and occasional leveraged/indexed funds, and a sector/trading sleeve—and clients are placed into one of three risk profiles determined by client discovery or a ten-question online risk assessment. Compared with many independent, solo-advisor firms, the firm routinely produces client communications and education: it issues a biweekly client letter, offers no-fee seminars and workshops, and operates a radio program and supporting foundation, activities the brochure notes can occupy a substantial portion of the principal’s time. The firm also maintains an insurance brokerage activity (with potential commission income disclosed) and accepts certain institutional clients such as pension and profit-sharing plans, features that the brochure highlights as less common among peers.

To learn more about the advisors currently working at Prudent Money Financial Services, 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.