A complete list of active advisors currently associated with Scamardo Financial LLC

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

Scamardo Financial, LLC provides portfolio management, financial planning, and pension consulting to individuals — including high‑net‑worth clients — and to pension and profit‑sharing plans. As of 6/1/2026 the firm reported roughly $11.5 million in assets across 53 non‑discretionary accounts and serves about 30 clients. The firm pursues a long‑term investment approach driven by fundamental analysis and typically constructs portfolios using ETFs and mutual funds while offering recommendations across a broad set of securities. Scamardo Financial operates primarily on a non‑discretionary basis: clients review and approve recommendations before implementation, and trades are executed only after client authorization or under a limited power of attorney. What is noteworthy about the firm relative to many independent peers is its predominantly non‑discretionary asset base and its provision of pension consulting services, both of which are comparatively uncommon among independent advisers. The firm also provides written financial planning across topics such as taxes, insurance, retirement and estate planning, does not charge performance‑based fees, and forwards proxy materials to clients rather than voting them on clients’ behalf.

To learn more about the advisors currently working at Scamardo Financial 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.