A complete list of active advisors currently associated with Scofield & Company, LLC

Warmer can help you find a great advisor at Scofield & Company, LLC or one who fits your needs even better.

Scofield & Company serves individual and high‑net‑worth clients, providing discretionary portfolio management alongside limited financial planning services such as retirement planning, higher‑education funding, and employee benefits analysis for roughly $112 million in managed assets. Portfolios are constructed from individual stocks, ETFs, and mutual funds and are tailored to each client’s financial condition, time horizon, and risk tolerance. The firm relies on proprietary quantitative computer models to inform both strategic portfolios that rebalance quarterly and more active tactical portfolios that trade frequently in response to market conditions, with adviser judgment supplementing model outputs. Clients receive ongoing contact and at least quarterly written account evaluations and suitability reviews to adjust allocations and address client restrictions. Distinctive features include that certain firm personnel are registered representatives of a FINRA broker‑dealer and that a principal is a licensed insurance agent; the brochure discloses these outside roles can create commission‑based conflicts and describes mitigation through disclosure, client consent, and the option to use unaffiliated brokers. The firm also recently transitioned to SEC registration and emphasizes model‑driven portfolio construction across every risk profile, a combination of regulatory status and quantitative tactics that is less common among peers.

To learn more about the advisors currently working at Scofield & Company, 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.