A complete list of active advisors currently associated with Sentry Consulting, Inc.

Warmer can help you find a great advisor at Sentry Consulting, Inc. or one who fits your needs even better.

Sentry Consulting, Inc. provides personal financial planning and discretionary investment management to individual clients of all ages, managing roughly $28.6 million for a small client base (about 36 clients). Services include comprehensive financial planning, special project work, and portfolio management implemented through mutual funds, CDs, corporate bonds, and select individual securities, with fees charged for services rather than commissions. The firm’s investment approach emphasizes asset allocation as the primary determinant of portfolio returns, using financial planning software, risk-tolerance discussions, and regular reviews to tailor allocations and investment style (indexed or actively managed) to each client’s goals. Sentry discourages high levels of trading, monitors portfolios on a schedule set with the client, and maintains discretionary authority while generally consulting clients before implementing changes. What distinguishes the firm is its combination of long tenure and technical background—leadership with decades of fixed‑income and mutual fund management experience and CFP® certification—alongside an explicit “fee-for-service” practice model. The advisor also maintains insurance and real estate licenses for educational purposes (without selling commission products), operates as a very small, single‑advisor practice with no account minimums, and does not participate in wrap‑fee or performance‑based fee programs.

To learn more about the advisors currently working at Sentry Consulting, Inc., 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.