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 is a fee‑based registered investment adviser that serves primarily individual investors and, on occasion, small businesses and non‑profits, providing portfolio and asset management as well as a periodic newsletter. The firm reports approximately $17.25 million in assets under management across about 156 clients and typically applies a $50,000 portfolio management threshold, subject to occasional waivers. The firm’s investment process draws on fundamental, technical, quantitative and cyclical analysis and uses strategies such as long‑ and short‑term holdings, strategic and tactical asset allocation, and value investing; accounts are monitored daily and reviewed at least quarterly. Sandos Financial also offers management of “held‑away” retirement accounts (401(k), 403(b), HSA, 529) using a third‑party order management platform to implement allocation and rebalancing without taking custody of those assets. Distinctive features include the firm’s distribution of a periodic newsletter and that its advisers are licensed insurance producers who operate an affiliated insurance agency, a relationship the firm discloses may result in insurance commissions when products are recommended. The firm requires clients to custody assets at a single broker‑dealer (Schwab), discloses receipt of related soft‑dollar benefits, and acknowledges constructive custody when fees are directly deducted from client accounts.

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.