A complete list of active advisors currently associated with RELYON Financial Advisors, LLC

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

RelyOn Financial Advisors is a fee-only registered investment adviser that provides financial planning, discretionary wealth management, and limited-scope financial consulting to individuals, high-net-worth clients (and their trusts and family entities), corporations, non-profit organizations, and pension or profit-sharing plans. The firm operates as a single-advisor practice overseeing roughly $23 million in client assets across a small, selective client base. The firm describes its investment process as a structured, quantitative, evidence-based approach that combines a daily algorithmic market definition (by size, relative price, and profitability) with Modern Portfolio Theory and strategic asset allocation. Portfolios are constructed primarily with no-load, low-cost mutual funds and ETFs (and alternatives when appropriate), are governed by an Investment Policy Statement, and receive ongoing supervision and rebalancing with custodial reporting through major discount broker custodians. Distinctive aspects of RelyOn include a proprietary daily-algorithm framework for portfolio decisions and the principal’s technical background (advanced degrees in artificial intelligence and information systems plus CFP and PMP credentials), which informs the firm’s quantitative orientation. Operational policies that stand out for a firm of this size include a trade-error policy that reimburses losses (while gains may be used to offset future errors or donated depending on custodian practice) and an explicit practice of not voting client proxies.

To learn more about the advisors currently working at RELYON 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.