A complete list of active advisors currently associated with Seven Hills Financial, LLC
Warmer can help you find a great advisor at Seven Hills Financial, LLC or one who fits your needs even better.
Seven Hills Financial is a fee‑only, SEC‑registered advisory firm that serves individuals, families, charities, and small businesses with discretionary portfolio management, non‑discretionary portfolio monitoring, and comprehensive financial planning services including financial life planning and business/corporate planning. The firm reports managing about $281 million across roughly 380 client relationships and operates as a small team of five advisors. The firm emphasizes a planning‑first approach that tailors investment programs to each client’s goals and risk tolerance through an Investment Policy Statement, using asset allocation principles (including Modern Portfolio Theory), mutual funds, ETFs and occasional individual securities, with ongoing reviews and rebalancing. Its methods of analysis combine fundamental and technical techniques, and financial life planning follows the CFP Board–style discovery, strategy, integration and monitoring process described in the brochure. Distinctive features noted in the brochure include a newly disclosed minimum account size requirement and the fact that all reported assets are discretionary managed accounts (the firm reports no assets managed by third‑party portfolio managers despite offering a portfolio‑monitoring service). The firm also discloses that its management personnel are licensed as unaffiliated insurance agents who may provide fee‑based insurance analysis, and that it custody accounts at Charles Schwab and receives attendant economic and operational benefits, disclosures the brochure identifies as potential conflicts of interest.
To learn more about the advisors currently working at Seven Hills 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.
Name |
Location |
Years of experience |
|---|---|---|
Tallahassee, FL
| 18
| |
Tallahassee, FL
| 19
| |
Tallahassee, FL
| 32
| |
Tallahassee, FL
| 20
| |
Tallahassee, FL
| 6
|
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