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

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

Snowbird Financial LLC provides discretionary portfolio management and financial planning to individuals, high-net-worth individuals, trusts, estates, charitable organizations, and business entities. The firm offers ongoing investment supervision, individualized Investment Policy Statements, and financial planning services that can include investment, retirement, tax, estate, and insurance planning. The adviser constructs client-specific portfolios and conducts regular monitoring, using a combination of charting, fundamental, technical, and cyclical analysis to guide asset allocation. Strategies employed range from long-term holdings to short-term trading and options writing (including covered and uncovered strategies), with portfolio decisions implemented under written discretionary authority. Noteworthy features include that a principal of the firm is a licensed insurance agent and the firm may recommend or implement commissionable insurance products and annuities as part of client solutions, which the brochure identifies as a potential conflict of interest. As a solo adviser managing approximately $35 million for roughly 179 clients, Snowbird also uses higher-risk trading tools (short sales and options) and typically custodial relationships that can provide research or services through the custodian.

To learn more about the advisors currently working at Snowbird 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
Brian Robinson	Indianapolis, IN	19

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