A complete list of active advisors currently associated with Rising Financial

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

Rising Financial provides investment management and comprehensive financial planning to individual and high‑net‑worth clients, delivering ongoing portfolio supervision, written financial plans, project‑based programs (for example, budgeting and beginner investing tracks), and public educational seminars. Services explicitly cover retirement, tax, estate, risk management, college savings and business planning as part of integrated client engagements. The firm emphasizes values‑based or ESG-informed portfolio construction and typically uses passive, asset‑class‑based strategies grounded in Modern Portfolio Theory, while also applying fundamental, technical, cyclical and tactical analysis as warranted. Account supervision is discretionary and tailored to each client’s stated objectives and restrictions, with ongoing reviews and periodic plan updates. What distinguishes Rising Financial from many peers is its fee model: it is fee‑only but does not rely on a standard percentage‑of‑assets fee schedule, instead offering formula‑based ongoing fees along with fixed project packages and hourly options. The firm also combines sustainability‑focused credentials and tax representation expertise (CFP®, Chartered SRI Counselor, Enrolled Agent) and can manage certain education accounts (my529) under limited power of attorney.

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