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

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

Rosemary Frank Financial, LLC provides asset management and financial planning and consulting to individuals (including high‑net‑worth clients) and business entities. The firm manages roughly $36.5 million for a small client base and offers ongoing portfolio management alongside standalone financial planning and other consulting engagements. For portfolio implementation, the firm uses a Turnkey Asset Management Platform (TAMP) through Altruist to access third‑party model portfolios, and it selects or changes model managers on behalf of clients while model managers retain day‑to‑day discretion. RFF’s investment process incorporates quantitative analysis and a long‑term orientation, and it tailors allocations to client objectives while accommodating client‑imposed restrictions when compatible with the platform. RFF is notable for its exclusive use of Altruist as its platform and custodian and for declining engagements that require using an alternate custodian; the firm also does not block (aggregate) trades across accounts and does not take custody of client assets. In addition to advisory work, the firm’s principal conducts separate non‑advisory activities — including divorce financial consulting, continuing education workshops, and service as a FINRA‑approved arbitrator — activities the firm states are conducted outside its advisory client relationships.

To learn more about the advisors currently working at Rosemary Frank 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.