A complete list of active advisors currently associated with Santori & Peters

Warmer can help you find a great advisor at Santori & Peters or one who fits your needs even better.

Santori & Peters serves individual investors, including high‑net‑worth clients, as well as pension and profit‑sharing plans. The firm offers portfolio management, pension and qualified retirement plan consulting, comprehensive financial planning, and limited-scope financial consultations. Its investment process is personalized and typically implemented on a discretionary basis, combining fundamental, technical and cyclical analysis to construct portfolios that may include mutual funds, exchange‑traded funds, individual securities and third‑party manager allocations. Client reporting and planning materials are delivered via an electronic planning platform, and accounts are held with multiple qualified custodians, with the firm monitoring third‑party advisers where recommended. Noteworthy features disclosed in the firm brochure include the use of buffered (defined‑outcome) ETFs and the acceptance of standing letters of authorization for third‑party transfers, as well as situations where associated persons serve as trustees for client accounts—practices that influence custody arrangements and oversight. The firm is also affiliated with insurance brokerages and discloses that representatives who are licensed agents may receive commission compensation for insurance sales, a potential conflict the firm acknowledges.

To learn more about the advisors currently working at Santori & Peters, 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.