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

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

Sewickley Financial LLC provides discretionary portfolio management and financial planning to individual and high‑net‑worth clients, using asset‑based fees that are common among independent advisers. As a small boutique adviser managing about $12.9 million for roughly 15 client relationships, the firm states an account minimum of $1,000,000 (which it may waive) and also offers hourly project work such as portfolio analysis and financial planning. The firm employs a mix of fundamental, cyclical, quantitative analysis and modern portfolio theory to build tailored investment programs, typically emphasizing U.S. equities (primarily S&P 500 exposure) while supplementing portfolios with ETFs (including precious‑metals ETFs), TIPS, fixed income, and non‑U.S. exposure via funds. Sewickley Financial commonly uses model portfolios, seeks discretionary trading authority, and emphasizes back‑testing and risk‑adjusted analysis, favoring long‑term strategies with only occasional short‑term trades. Several operational features distinguish the firm from many peers: it requires clients to use a specific custodian (the brochure states a preference for Charles Schwab) and does not aggregate trades across client accounts, a practice the firm notes can lead to less favorable pricing in some conditions. The brochure also discloses that the firm receives no soft‑dollar benefits or outside sales compensation, does not participate in wrap fee programs, and documents personal trading to address potential conflicts of interest.

To learn more about the advisors currently working at Sewickley 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
Eric Carlson	Sewickley, PA	14

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