A complete list of active advisors currently associated with Research Financial Strategies

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

Research Financial Strategies serves individuals (including high‑net‑worth clients), retirement and pension plans, trusts, and business entities with asset management, asset allocation, financial planning, and an ETF Trend Allocator program. The firm delivers these services through a network of investment adviser representatives and manages roughly $251.6 million in client assets across a six‑advisor team, acting both as a primary manager and as a sub‑advisor or solicitor on third‑party platforms. The firm’s investment approach centers on active, technical‑analysis‑driven management, relying on proprietary combinations of indicators such as MACD, average daily trading volume, and high/low measures, with an explicit sell‑side discipline focused on risk mitigation and capital protection. Portfolios are typically ETF‑based and actively traded; services are offered on a discretionary basis but are tailored to individual client objectives and may include account restrictions and platform‑level implementations. Noteworthy differences from many peers include maintaining nine offices despite a modest advisor headcount, publishing weekly commentaries and a subscription monthly newsletter, and offering no‑charge educational seminars and workshops. The firm’s adviser representatives are also registered representatives of a broker‑dealer and may be licensed insurance agents, enabling implementation through brokerage or insurance channels while creating potential conflicts of interest that the firm discloses.

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