A complete list of active advisors currently associated with Scott Financial Resources LLC
Warmer can help you find a great advisor at Scott Financial Resources LLC or one who fits your needs even better.
The firm provides ongoing portfolio management and financial planning to individual and high‑net‑worth clients, including management of retirement accounts. It advises using a range of investments — mutual funds, ETFs, equities, fixed income, real estate funds, annuities, and private placements — and documents client goals and risk tolerance in an Investment Policy Statement. Accounts are typically managed on a discretionary basis with regular monitoring and at least annual reviews; the firm employs a mix of analytical methods (charting, cyclical, fundamental, quantitative, modern portfolio theory and technical analysis) and a long‑term trading orientation. Financial planning engagements are delivered upon completion and portfolio management fees are billed in arrears. The firm maintains insurance‑related activities that are disclosed as potential conflicts: a principal is a licensed health insurance agent who sells commissionable Medicare Supplement and other insurance products, the firm uses annuities and has added an insurance/annuity provider (Jackson National Life) alongside Charles Schwab as custodial arrangements. The adviser also prepares tax returns through an affiliated tax business and provides tax preparation for advisory clients at no additional charge, a combination of services and an explicit insurance affiliation that is less common among independent advisers.
To learn more about the advisors currently working at Scott Financial Resources 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.
Name |
Location |
Years of experience |
|---|---|---|
Hanover, PA
| 10
|
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