A complete list of active advisors currently associated with SimpliciFi, LLC

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

The firm provides discretionary and non-discretionary investment management and financial planning for individuals, high-net-worth clients, trusts, estates, and businesses, constructing portfolios primarily from diversified mutual funds and ETFs. It operates as a small, single-advisor practice that works with a limited number of clients and establishes an Investment Policy Statement for each engagement. The adviser employs a mix of fundamental, technical, and cyclical analysis to select funds, placing particular emphasis on tax-efficiency and using measures such as average returns and standard deviation when evaluating fund choices. Portfolios may be managed with long- or short-term time horizons, may retain legacy holdings for tax or fit reasons, and can involve trading of positions held for less than a year when necessary to meet client objectives. Noteworthy distinctions include the firm’s sole managing member maintaining a substantial external role as a tax-preparation professional, which brings embedded tax-planning experience to client work while representing a significant time commitment outside the advisory practice. The firm also participates in Schwab Advisor Services and receives associated economic benefits from the custodian, accepts Venmo as a payment option, and includes project-based financial planning within its advisory engagements — features that are less common among similarly sized independent advisors.

To learn more about the advisors currently working at SimpliciFi, 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.