A complete list of active advisors currently associated with Reinking Financial Consulting

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

Reinking Financial Consulting provides discretionary portfolio management, retirement plan consulting, and financial planning to individuals, pension and profit‑sharing plans, estates, and trusts. The firm develops written Investment Policy Statements with clients and implements tailored portfolios while conducting ongoing monitoring and periodic rebalancing. Its investment approach emphasizes asset allocation and Modern Portfolio Theory, using diversified, primarily passive mutual funds and ETFs with a buy‑and‑hold orientation supplemented by fundamental analysis when appropriate. The brochure notes the firm may include fixed income, ETFs, mutual funds and foreign issuers in client portfolios and conducts regular reviews to align investments with client objectives. The firm reports a material non‑U.S. client base and, consistent with that, explicitly includes foreign issuers among the securities it may recommend, indicating experience managing cross‑border holdings. Reinking Financial Consulting also discloses adherence to the CFA Code of Ethics, avoidance of performance‑based fees and soft‑dollar arrangements, and an operational practice of having clients select custodians while recommending institutional custody services.

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