A complete list of active advisors currently associated with Rea Financial

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

Rea Financial provides investment advisory and financial planning services to individuals, including high‑net‑worth clients. The firm offers portfolio management of custodial accounts across stocks, bonds, mutual funds, ETFs, variable annuities, REITs and options, together with one‑time and ongoing financial planning and consulting covering topics such as retirement, tax strategies, insurance, cash‑flow and estate planning. The firm’s investment work is founded on a mix of fundamental and technical analysis and modern portfolio theory, and it employs long‑ and short‑term, income, and hedging strategies tailored to each client’s risk profile and objectives. Rea Financial may manage accounts on a discretionary basis, conducts periodic reviews and reporting, and can use a third‑party turnkey asset management platform (Triad Wealth Partners) and independent model managers to implement client portfolios. Noteworthy aspects disclosed in the brochure include that certain associated persons are licensed insurance agents and may receive commissions on insurance product sales, a conflict the firm describes and allows clients to avoid by using other agents; the firm also states it may, in certain circumstances, charge flat (fixed) fees rather than solely asset‑based fees. The brochure further notes that Rea Financial is newly registered, currently reports no assets under management, relies on third‑party manager/platform relationships for some solutions, and does not act as a private fund adviser.

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