A complete list of active advisors currently associated with Signature Financial Advisors

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

Signature Financial Advisors serves individuals (including high‑net‑worth clients), closely held businesses and retirement plans, providing investment supervisory services, manager‑of‑managers selection, pension consulting, and financial planning. The firm operates as a small team advisor with roughly $68 million in regulatory assets under management and delivers primarily non‑discretionary portfolio advice through third‑party money managers. Investment advice is delivered through a manager‑of‑managers model: the firm conducts manager due diligence, develops written Investment Policy Statements and asset allocation strategies, and monitors manager performance with at least annual reviews and quarterly reporting. For plan sponsors, Signature FA prepares IPS documents, helps select investment vehicles, and offers participant education workshops consistent with ERISA 404(c) guidelines. Distinctive features include formal ties to an accounting practice and an insurance business: the firm has an affiliation and referral arrangement with a CPA firm and is registered as an insurance agency with certain management persons licensed to receive commissions. The brochure discloses these referral and compensation arrangements and highlights the firm’s free educational seminars and participant workshops as a regular part of its client service mix.

To learn more about the advisors currently working at Signature Financial Advisors, 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.