A complete list of active advisors currently associated with Saubel Financial Group
Warmer can help you find a great advisor at Saubel Financial Group or one who fits your needs even better.
Saubel Financial Group is a state-registered independent advisory firm that serves individuals, high-net-worth individuals, small businesses, trusts, and estates, offering discretionary portfolio management and comprehensive financial planning. Financial planning engagements are delivered on an hourly or fixed-fee basis and cover topics such as retirement strategy, college planning, life insurance review, tax reduction strategies, and estate preservation. The firm manages client portfolios using a mix of mutual funds, equities, fixed income, ETFs (including precious metals), Treasury inflation-protected securities, and non-U.S. securities, applying cyclical, fundamental, modern portfolio theory, and quantitative analysis. Accounts are managed on a discretionary basis, reviewed at least annually by the firm’s sole advisor, and held at a single custodian (Altruist), with an elective fully paid securities lending option available to clients. The brochure discloses that the principal also earns external compensation as a licensed insurance agent and may implement or recommend insurance and annuity products as part of planning, a potential conflict of interest addressed through disclosure and fiduciary procedures. The firm’s combination of insurance sales activity, explicit coverage of multiple financial planning topics, and use of an elective securities lending program are features that are less common among similarly sized independent, solo-advisor firms.
To learn more about the advisors currently working at Saubel Financial Group, 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.
Name |
Location |
Years of experience |
|---|---|---|
York, PA
| 8
|
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)