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

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

Sample Financial Solutions, LLC provides investment management and financial planning to individuals (including high‑net‑worth clients) and some businesses. Its services include discretionary portfolio management, ongoing subscription financial planning, project-based plans, and hourly consultations covering areas such as retirement, estate, tax planning, and business planning. The firm primarily constructs low‑cost, passive portfolios using index mutual funds and ETFs but also conducts fundamental and cyclical analysis and, when appropriate, recommends outside sub‑advisers for specialized mandates. Accounts are managed under client‑specific investment policy statements with discretionary authority, and the adviser uses block trading and account grouping for execution and billing. Distinctive features include the firm’s small, selective client base (about 25 clients with roughly $27.6 million in AUM) and a range of planning engagement models that include upfront plan fees plus ongoing quarterly service arrangements. The principal is a CFP® who also teaches part‑time at a university, the firm requires clients to custody assets at Charles Schwab (participating in Schwab’s institutional program), and it occasionally manages low‑cost variable annuities through Nationwide’s Monument Advisor platform.

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