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

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

RetireVest Financial, LLC is a state-registered investment adviser that offers investment management, customized financial planning, and insurance solutions to individuals, families, trusts, and high-net-worth investors, with an expressed focus on pre-retirees and retirees. The firm reports no assets under management as of May 11, 2025 and indicates advisory services will begin upon regulatory approval. The firm employs a goals-based investment approach using fundamental analysis, strategic and tactical asset allocation, diversification, and risk-management principles to align portfolios with clients’ objectives and time horizons. Investment strategies may include mutual funds, ETFs, individual equities, fixed income, and annuities, and the firm typically operates with discretionary authority under signed agreements and conducts account reviews at least annually. Notably, the firm’s principal also owns a separate insurance agency through which fixed insurance products (including commissionable annuities and life insurance) may be offered, while fee-based annuities recommended by the adviser are handled within the advisory business and included in AUM billing—an affiliation and compensation structure that the brochure discloses and addresses as a potential conflict. As a single-adviser practice with no current AUM, the firm emphasizes separate custody at independent custodians, voluntary cybersecurity measures, and written disclosures managing its insurance-related activities.

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

Name	Location	Years of experience
David Olsen	Tampa, FL	12

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