A complete list of active advisors currently associated with Seaport Financial Education LLC

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

Seaport Financial Education LLC works with a mix of group retirement-plan sponsors, charitable and educational organizations, and individuals and families to provide education, guidance, and consulting. Services described in the brochure include financial education and group workshops, comprehensive financial planning, retirement-plan advisory, portfolio analysis, and estate-settlement advocacy. The firm does not offer discretionary asset management or custody client assets; instead it provides non‑discretionary recommendations rooted in broadly agreed investment principles such as Modern Portfolio Theory, diversification, and an emphasis on long‑term planning over market timing. Seaport uses third‑party analytics (Morningstar and MoneyGuidePro) and Monte Carlo‑style modeling to produce plans and then assists clients in implementing recommendations by coordinating with custodians and other vendors. Distinctive elements relative to many investment‑manager firms include a structured program of curated group Zoom meetings and group education organized by life stage, an explicit service to review employer retirement plans or product pitches, and a stated practice of selecting and coordinating with other advisers and vendors on behalf of clients. The firm also relies on flat fees and subscription‑style retainer services rather than the percentage‑of‑assets model common among investment managers, and it discloses that it does not accept third‑party commissions.

To learn more about the advisors currently working at Seaport Financial Education 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.