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

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

Rising Tides Financial serves individuals (including high‑net‑worth clients), trusts, estates, and charitable organizations, providing comprehensive financial planning and both discretionary and non‑discretionary portfolio management. The firm also offers one‑time and hourly planning engagements and supports implementation by coordinating with custodians, attorneys, and outside accountants. The investment process emphasizes passively managed, asset‑class portfolios—typically using index mutual funds and ETFs—formalized in a written investment policy statement and subject to regular review and rebalancing. The firm supplements its passive approach with fundamental, technical, cyclical and charting analyses to inform asset allocation and provides guidance for held‑away accounts as part of ongoing supervision. The firm is led by an advisor with CFP® and CPA credentials and a graduate degree in taxation, and the brochure notes that tax preparation through a related accounting practice is no longer offered to new clients and is limited to legacy clients. Rising Tides’ use of fixed annual or hourly fees rather than a percentage‑of‑assets fee schedule, together with its work for charitable organizations, are features that set it apart from many independent, solo‑advisor peers.

To learn more about the advisors currently working at Rising Tides 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.