A complete list of active advisors currently associated with Quasar

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

Quasar provides advisory services to individuals and high‑net‑worth clients through customized wealth management, family CFO services, financial planning consulting, estate and tax planning, and occasional educational seminars. The firm engages unaffiliated sub‑advisers for investment management and recommends custodians based on reputation while allowing clients to custody assets where they choose. The firm frames advice around aligning financial resources with clients’ purpose, stewardship, and legacy goals, and it combines Modern Portfolio Theory and predominantly passive portfolio construction with fundamental, cyclical, and charting analysis. Quasar may use outside managers and buffered ETF strategies, monitors portfolios periodically, and provides rebalancing guidance as part of ongoing supervision. Distinctive aspects include offering financial planning on an hourly basis alongside fixed annual flat‑fee engagements for broader services, and formally selecting and supervising other advisers to manage client portfolios — a mix that is uncommon for firms in this regulatory category. Quasar is newly formed and has not yet reported assets under management; its business continuity disclosures also note heavy reliance on a single key individual, and the firm does not act as a private fund adviser.

To learn more about the advisors currently working at Quasar, 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.