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.

The firm provides investment management, financial planning (both ongoing and project-based), and retirement plan consulting to individual clients — including high‑net‑worth households — as well as to employer plan sponsors. It offers discretionary portfolio management and coordinates with third‑party professionals when clients require additional legal, tax, or insurance expertise. The firm’s investment approach begins with asset‑allocation and Modern Portfolio Theory principles and blends passive and active strategies alongside fundamental, technical, and cyclical analysis to align portfolios with client goals and risk tolerances. Portfolios may be implemented through outside managers and via institutional platforms (including Betterment for Advisors and Schwab), using both pre‑built models and firm‑developed custom allocations, with regular reviews and the ability to impose client restrictions. Noteworthy in the brochure is the firm’s explicit incorporation of alternative investments as an available strategy and its combined use of an automated advisor platform with bespoke portfolio construction — a mix less common among similarly sized advisers. The advisory team includes credentialed specialists (a CFP® professional and a CDFA®‑credentialed practitioner who provides divorce financial planning on a contract basis) and also offers ERISA‑style retirement plan consulting, giving the firm a broader service set than many peers.

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.