A complete list of active advisors currently associated with Safe Money Inc.

Warmer can help you find a great advisor at Safe Money Inc. or one who fits your needs even better.

Safe Money Inc. provides discretionary portfolio management to individual and high‑net‑worth clients, building individualized Investment Policy Statements and monitoring accounts on an ongoing basis. The firm typically recommends mutual funds, fixed‑income securities, real estate funds (including REITs), annuities, equities, ETFs and TIPS as part of client portfolios. The firm’s investment process combines fundamental and quantitative analysis with a long‑term trading horizon, documenting each client’s goals, time horizon and risk tolerance in an IPS and seeking fair allocation of investment opportunities across accounts. Accounts are reviewed monthly by firm management and clients receive quarterly custodian reports; discretionary authority is used to implement the tailored strategies. Distinctive features disclosed in the brochure include principals who are also licensed insurance agents and who engage in real estate brokerage and tax‑preparation activities outside the advisory business, with the firm noting the potential for commissionable products and related conflicts of interest. The practice manages a small client base with roughly $25.3 million in discretionary AUM, requires clients to use a specific custodian (Interactive Brokers), and does not aggregate trades across multiple client accounts, which may affect execution relative to many peers.

To learn more about the advisors currently working at Safe Money Inc., 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.