A complete list of active advisors currently associated with Round Table Investment Strategies, LLC
Warmer can help you find a great advisor at Round Table Investment Strategies, LLC or one who fits your needs even better.
Round Table provides discretionary asset management, financial planning, and retirement‑plan advisory services to individuals, trusts, small businesses and plan sponsors. The firm offers continuous portfolio supervision, written financial plans delivered via a proprietary web‑based "Keep It Simple" planning tool, and retirement-plan consulting and fiduciary management services for sponsors and participants. Its investment approach is market‑oriented and factoraware: Round Table favors broadly diversified mutual funds and ETFs as the building blocks for goal‑based and total‑return portfolios and describes strategic tilts toward value, size, momentum, profitability and trend exposures while controlling trading costs. Portfolios are monitored regularly, may be managed using selected sub‑advisers, and implementation is typically discretionary. Round Table is notable among peers for its direct affiliation with an accounting practice—an in‑house accountant operates an affiliated CPA firm and the firms routinely refer and coordinate services for shared clients—which is uncommon for supported advisers. The firm also has cross‑firm personnel links (a senior investment professional who also serves as a portfolio manager at an SEC‑registered multi‑family office) and offers non‑investment services such as retirement and career coaching for clients, reflecting a broader service set than many similarly sized advisors.
To learn more about the advisors currently working at Round Table Investment Strategies, 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.
You can also browse Round Table Investment Strategies, LLC's office locations.
Name |
Location |
Years of experience |
|---|---|---|
Lincoln, NE
| 20
| |
Littleton, CO
| 6
| |
Lincoln, NE
| 11
|
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)