A complete list of active advisors currently associated with Society Investment Management

Warmer can help you find a great advisor at Society Investment Management or one who fits your needs even better.

Society Investment Management is a fee-only independent advisory firm that provides personalized financial planning and investment management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations and small businesses. Services include cash flow and tax planning, retirement and education planning, estate planning, and ongoing portfolio management, with written initial evaluations and periodic client reviews. The firm typically manages client assets on a discretionary basis, using diversified allocations of stocks, bonds and no- or low-load mutual funds and employing growth and income strategies alongside fundamental and technical analysis; clients may impose investment restrictions. Engagements are structured as ongoing advisory relationships billed as a percentage of assets, and the firm also offers limited-scope hourly planning engagements and standalone tax-preparation services. Distinctive aspects include the integration of tax preparation into the advisory relationship—eligible federal and state returns are filed electronically as part of the service—and a principal with a CPA background and advanced finance education that informs the firm’s emphasis on tax and accounting issues. The firm operates strictly on a fee-only basis, does not accept commissions or sell financial products, maintains no account minimum, and uses qualified custodians for safekeeping while placing trades under limited power of attorney.

To learn more about the advisors currently working at Society Investment Management, 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.