A complete list of active advisors currently associated with Sample Financial Advisers, LLC

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

Sample Financial Advisers, LLC provides discretionary portfolio management and integrated financial planning to individuals, high-net-worth clients, retirement plan sponsors and small businesses. Services include ongoing portfolio management, written financial plans delivered after the initial consultation, and consulting for qualified retirement plans. The firm builds portfolios around each client’s goals, time horizon and risk tolerance, using both fundamental and technical analysis and third‑party research (for example, Morningstar) to select and monitor investments. Financial planning is provided as part of its asset management service, the firm operates under a limited power of attorney for trading, and clients may impose written restrictions on investments (including socially responsible options). What distinguishes the firm from many peers is its affiliation with an accounting practice and the principal’s active role in tax preparation and accounting, a relationship the firm discloses and manages as a potential conflict of interest. The firm also provides ERISA-related services as a limited‑scope 3(21) fiduciary to retirement plans — a form of pension consulting that is less common among independent advisers.

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