A complete list of active advisors currently associated with Soares Financial, Inc.

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

Soares Financial is an independent, single-advisor registered investment adviser that primarily serves individual clients with discretionary portfolio management, financial planning, and standalone portfolio analysis. The firm reports about $21 million in discretionary assets under management across a very small client base. The firm's investment process emphasizes fundamental analysis in selecting mutual funds and exchange-traded funds and aligns asset allocation with each client’s risk tolerance and time horizon, with periodic rebalancing and account reporting. Management is generally discretionary, custody and trade execution are handled through a major independent custodian, and the firm limits its investment selections largely to no-load mutual funds and ETFs rather than individual equities. A noteworthy aspect of the firm is that, in addition to typical individual clients, it offers portfolio management to institutional clients — a service that is uncommon for firms of this size and structure. The firm operates with a single adviser who holds both CPA and CFP credentials, manages a small number of accounts (18), and reports making relatively few trades and seldom aggregating orders, which may affect trade execution and operations.

To learn more about the advisors currently working at Soares Financial, Inc., 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.