A complete list of active advisors currently associated with Regista Financial Strategies, LLC

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

Regista Financial Strategies serves individual clients, including high-net-worth households, and also provides advisory services to employer-sponsored retirement plans. The firm offers discretionary investment management alongside both ongoing and project-based financial planning and retirement-plan consulting, operating as a fee‑only adviser with a small team. The firm combines traditional asset-allocation and Modern Portfolio Theory principles with both passive and active selections and a range of analytical techniques, including fundamental, technical, cyclical, and charting analysis. It uses outside managers and institutional platforms — notably Betterment for Advisors and Schwab — and may implement portfolios through automated (robo-advisor) models as well as custom-built strategies and occasional alternative or digital-asset recommendations. What is distinctive about the firm is the team’s specialist expertise around divorce-related financial planning (including CFP® and CDFA® credentials and ongoing contractor work in divorce financial services) alongside a small-adviser practice model. It is also notable for integrating Betterment’s institutional platform into its managed account lineup and for explicitly combining algorithmic portfolio services with customized models — an uncommon mix for a firm of its size.

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