A complete list of active advisors currently associated with Seaport Financial Planning, LLC
Warmer can help you find a great advisor at Seaport Financial Planning, LLC or one who fits your needs even better.
Seaport Financial Planning serves primarily individual clients and also works with trusts, estates, charitable organizations, corporations, investment companies, and pension or profit‑sharing plans. The firm provides comprehensive financial planning and investment advisory services, including portfolio management (typically on a non‑discretionary basis), hourly and fixed‑fee planning, and access to insurance and annuity products through its broker‑dealer and insurance activities. The firm follows a four‑step planning process—discovery, strategic asset and style allocation, implementation, and ongoing monitoring—and emphasizes diversified allocations among mutual funds, ETFs, individual equities and fixed income with a primary objective of long‑term capital appreciation. Seaport combines quantitative screening with fundamental, technical and charting analysis, reviews accounts at least quarterly, and generally requires client approval for trades rather than exercising discretionary trading authority. What is distinctive about Seaport compared with many independent peers is that its advisor is also a registered representative of a broker‑dealer and a licensed insurance agent, so the firm may recommend or sell variable annuities and other insurance products that generate commissions; these relationships and potential conflicts are disclosed in its Form CRS and Code of Ethics. The firm also reports essentially all assets under management as non‑discretionary (approximately $55 million across about 65 clients), a practice that is less common among independent advisory firms.
To learn more about the advisors currently working at Seaport Financial Planning, 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 |
|---|---|---|
Rye, NH
| 20
|
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