A complete list of active advisors currently associated with Rise Financial Partners

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

Rise Financial Partners serves individuals (including high‑net‑worth clients), retirement plan sponsors, charitable organizations, and businesses. The firm offers discretionary portfolio management, project‑based and ongoing financial planning, retirement‑plan investment services, and business consulting, and it also implements discretionary strategies for held‑away participant accounts (such as 401(k) and HSA accounts) using an order‑management platform. Its investment process blends passive allocations and modern portfolio theory with technical and cyclical analysis, typically using index mutual funds and ETFs for core exposures. The firm also conducts due diligence and ongoing monitoring of unaffiliated private investment funds, interval funds, and other illiquid pooled vehicles and includes those holdings in client reporting and assets‑under‑management calculations. What is distinctive is the firm’s readiness to allocate client assets to pooled and illiquid vehicles and to manage held‑away retirement accounts on a discretionary basis—capabilities that are relatively rare for similarly sized team firms. The firm’s leadership also maintains external institutional consulting and sponsor roles and a team member holds a digital‑assets certification; these outside activities and specializations are disclosed and managed as potential conflicts of interest.

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