A complete list of active advisors currently associated with Quantitative Financial Strategies

Warmer can help you find a great advisor at Quantitative Financial Strategies or one who fits your needs even better.

Quantitative Financial Strategies provides investment management, wealth management (including financial planning) and retirement-plan consulting primarily for individual and high-net-worth clients. Services include ongoing discretionary portfolio management, project-based financial planning, and recommendations of third-party professionals or investment managers as appropriate. The firm’s investment approach blends modern portfolio theory and fundamental analysis and uses both passive and active vehicles, including mutual funds, ETFs, direct indexing and separately managed long/short strategies. It leverages model portfolios available through Schwab’s Model Market Center, may allocate to third‑party investment advisers for implementation, and uses technology and AI-based tools in its advisory and client meeting processes. Distinctive features for a firm of this size include a small client roster with concentrated assets under management and an explicit requirement that clients use its recommended custodian and model platform, which can affect portability of certain fund holdings (for example, DFA funds). The firm also discloses direct compensation to non‑employee promoters for client referrals—a paid endorsement arrangement—and completed SEC registration in April 2026 after being founded in 2024.

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