A complete list of active advisors currently associated with Settanni Financial LLC

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

Settanni Financial provides investment advisory and wealth management services to individuals, high‑net‑worth clients, trusts, estates, charitable organizations, businesses and retirement plans. The firm reports approximately $397 million in assets under management across about 155 client relationships and offers discretionary portfolio management, financial planning, and coordinated tax and estate planning. Its investment process is primarily long‑term and driven by fundamental and cyclical analysis, with portfolios constructed from diversified mutual funds, ETFs, individual equities and fixed‑income securities and, when appropriate, options or private investments. The firm also uses unaffiliated independent managers for portions of client portfolios, conducts ongoing discretionary oversight, and offers retirement‑plan advisory services in either 3(21) or 3(38) fiduciary capacities. What is noteworthy about the firm is its integration with an affiliated accounting practice that provides tax and accounting services to clients, and its affiliation with a pooled investment vehicle and related management entities that offer an alternative, non‑correlated strategy; Settanni Financial discloses these relationships and states it will not charge its standard advisory fee on client assets invested in the fund. Several supervised persons additionally hold broker‑dealer registrations and insurance licenses, which the firm discloses as implementation options and potential conflicts the firm seeks to manage.

To learn more about the advisors currently working at Settanni Financial 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.