A complete list of active advisors currently associated with Raise Financial Advisors LLC
Warmer can help you find a great advisor at Raise Financial Advisors LLC or one who fits your needs even better.
Raise Financial Advisors, LLC is a state-registered independent adviser that reports about $18.1 million in primarily non-discretionary client assets. The firm provides individually tailored investment management on a non-discretionary basis and a range of financial planning services, including ongoing comprehensive planning, project-based engagements, hourly work, and a ninety-minute advisory session for short-term questions. The firm’s investment process is grounded in modern portfolio theory and primarily uses passive index funds, while incorporating macroeconomic, fundamental, and technical analysis as inputs; it can also apply social/ESG screens at a client’s request. Because the majority of assets are managed non-discretionarily, the adviser constructs client-specific investment policy statements and seeks client approval before implementing trades, reflecting a collaborative decision-making approach. Compared with many peers, the firm’s client mix includes charitable organizations and explicit philanthropic planning services, a focus that aligns with the principal’s nonprofit and grant-writing background. The brochure also documents specific custody and standing letter-of-instruction procedures for client-directed transfers, and it integrates a structured planning calendar with on-demand planning sessions as part of its service offering.
To learn more about the advisors currently working at Raise Financial Advisors 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.
Name |
Location |
Years of experience |
|---|---|---|
Oakland, CA
| 5
|
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For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
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