A complete list of active advisors currently associated with Seastrunk Financial Management, LLC

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

Seastrunk Financial Management serves individual and high‑net‑worth clients, as well as trusts and estates, providing investment advisory, discretionary portfolio management, and modular financial planning services. The firm offers wealth management that combines portfolio construction and ongoing monitoring with standalone investment management or one‑time and ongoing financial planning engagements. The firm’s process begins with a Financial Check‑up and the construction of an Investment Policy, with portfolios diversified across broad asset classes and a typical emphasis on no‑load mutual funds, ETFs, and select individual securities. Seastrunk relies on fundamental analysis and implements discretionary trading, periodic rebalancing, and tax‑aware techniques (including tax‑loss harvesting) while using the eMoney Advisor™ platform and webinars to collaborate with clients. Notably, Seastrunk integrates tax preparation into its service suite — it prepares personal income tax returns as part of overall financial management and may at times pay tax filing fees and be reimbursed by clients. The firm also emphasizes client education and digital collaboration (eMoney and webinar meetings), a combination of tax‑service integration and structured educational delivery that is less common among similarly sized advisory firms.

To learn more about the advisors currently working at Seastrunk Financial Management, 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.