A complete list of active advisors currently associated with Second Half Financial Partners, LLC

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

Second Half Financial Partners provides discretionary investment management and financial consulting to individuals, small businesses, trusts, and foundations, with a stated focus on first responders, business owners, and clients who are planning for or are in retirement. Services described in the brochure include portfolio construction using ETFs, dividend-paying stocks and bonds, tax-related management and reporting, estate planning consulting, retirement income planning, financial divorce analysis, and hourly financial consulting. The firm’s investment process centers on asset and tactical allocation informed by fundamental, technical, and cyclical analysis, typically following two to three in-person or virtual meetings to establish goals, risk tolerance, and time horizon. Portfolios are constructed for long-term objectives with periodic rebalancing; the firm also conducts due diligence and ongoing oversight when clients engage third‑party money managers. Noteworthy aspects disclosed in the ADV include principals’ activities as licensed insurance agents and involvement in tax/accounting services, which the firm discloses as potential conflicts of interest and may result in commission or referral arrangements. The ADV also lists client-facing websites and recent amendments regarding website disclosures and reports, and shows the firm manages approximately $128 million across roughly 485 client relationships served by three advisers, resulting in a relatively high client load per adviser.

To learn more about the advisors currently working at Second Half Financial Partners, 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.