A complete list of active advisors currently associated with Soard Financial Management, LLC

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

Soard Financial Management provides investment advisory services to individual and high‑net‑worth clients, including trusts and estates, through discretionary and non‑discretionary portfolio management, financial planning, and co‑advisor relationships with third‑party managers. The firm also conducts educational seminars and workshops for the public and delivers written financial plans to clients. Investment management is implemented primarily through model portfolios and third‑party money managers; SFM assists clients in model selection, can maintain ongoing discretionary authority over model choice, and provides consolidated household reporting and administrative support. Methods of analysis and specific strategies are manager‑driven, and accounts are reviewed at least quarterly with customization for client goals, risk tolerance, and written investment restrictions. SFM’s profile includes a few features that differ from many peers: it operates an insurance business in which the firm’s principal receives commissions, a relationship the brochure discloses and describes as a potential conflict of interest that the firm seeks to mitigate. The firm also shares advisory fees and participates in an incentive program with a co‑advisor (a third‑party manager), and it offers no‑cost financial planning plus public educational seminars — a combination of practices that is less common among similar small advisory teams.

To learn more about the advisors currently working at Soard Financial Management, 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.