A complete list of active advisors currently associated with Sandos Financial

Warmer can help you find a great advisor at Sandos Financial or one who fits your needs even better.

Sandos Financial serves individual clients—including high-net-worth households—and, on occasion, small businesses and non-profits, providing portfolio and asset management, 401(k) allocation guidance, and periodic newsletters. The firm also offers ongoing advisory services for fee-based (no-commission) annuity contracts and provides 401(k) allocation guidance at no separate charge. The firm’s investment process combines technical, quantitative, cyclical and fundamental analysis and uses both tactical and strategic asset-allocation approaches across stocks, mutual funds, ETFs, ETNs and bond funds; clients may impose account-level restrictions and the adviser may manage accounts on a discretionary basis. Accounts are custodied at Schwab, the firm monitors accounts regularly, and the firm discloses that artificial intelligence tools are used only for clerical tasks and not for making investment decisions. Sandos Financial is notable among peers for its insurance-related activities: the firm’s principals are licensed insurance producers, operate an affiliated insurance agency, and the firm provides advisory services on fee-based annuity contracts held at issuing insurance companies. The firm’s president pays for and provides clients access to the LegacyShield document platform (owned by SBLI) at no charge and may receive referral fees from SBLI if clients use certain estate-planning portals; the combination of an affiliated insurance agency, annuity advisory services, and a client-facing document platform is less common for firms of this size.

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