A complete list of active advisors currently associated with Southeast Financial Advisors

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

The firm provides personalized financial planning, tax preparation, accounting, and investment management for individuals, pension and profit‑sharing plans, trusts, estates, charitable organizations, corporations, and business entities. It manages approximately $119 million for roughly 308 clients, with the vast majority of assets managed on a discretionary basis. Investment advice is delivered through a strategic asset allocation framework with active management, selecting cash, stocks, bonds, mutual funds and ETFs and, when appropriate, using short‑term trading, margin, short sales and option strategies; account reviews are performed quarterly and trading is generally executed through recommended discount brokers. The firm uses a mix of analytical methods — including fundamental, technical, charting, cyclical and market‑timing analysis — and documents investment policy statements tailored to each client’s objectives and risk tolerance. Notable deviations from many peers include an absence of high‑net‑worth individual clients and the firm’s offering of integrated tax preparation and accounting services alongside investment advice. The firm also reports no account minimum, uses third‑party software/web access provided by broker‑dealers, permits directed brokerage, and has documented continuity planning that includes an additional principal to support ongoing operations.

To learn more about the advisors currently working at Southeast Financial Advisors, 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.