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

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

Righteous Financial, LLC is a single-advisor registered investment adviser managing roughly $4.54 million for a small client base. The firm provides discretionary and non-discretionary asset management, financial planning, supervisory services for third‑party money managers, and retirement plan management for individuals, accredited investors, pension and profit-sharing plans, charitable organizations, corporations, and business owners. The firm uses a range of analytical approaches — including modern portfolio theory, fundamental, technical and cyclical analysis — and implements strategies across equities, debt securities, ETFs, mutual funds, structured notes, REITs, commodities and partnership investments (notably health care, real estate and oil and gas). It typically recommends institutional custody and execution through Schwab’s advisor platform, monitors managed accounts at least annually, and documents trading and potential conflicts such as personal trading practices. A noteworthy feature disclosed in the brochure is that a firm principal is a licensed insurance agent and may recommend or sell commissionable insurance products to advisory clients, which the firm identifies as a potential conflict of interest. The firm also offers retirement plan services that can include IPS and plan‑document review and, where appointed, discretionary ERISA fiduciary responsibilities — services that stand out for a solo independent adviser with a small number of clients.

To learn more about the advisors currently working at Righteous 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.