A complete list of active advisors currently associated with Southmore Financial Advisory LLC

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

Southmore Financial Advisory LLC serves individual and high‑net‑worth clients with fee‑only investment management and both one‑time and ongoing financial planning. The firm provides tailored portfolio management across stocks, bonds, mutual funds, ETFs, options and cash equivalents, and develops investment policies and asset‑allocation targets based on each client’s goals, risk tolerance and tax considerations. The adviser relies on fundamental analysis and mutual fund/ETF evaluation and may employ both passive and active strategies to implement client allocations. For managed accounts the firm typically has limited discretionary trading authority, conducts quarterly account reviews, and delivers written financial plans for planning engagements. Distinctive features include its small, single‑advisor structure with approximately $1.38 million in assets under management and a principal with an advanced engineering degree and industry planning background. The brochure highlights that clients receive written planning reports and that the adviser draws on custodial educational resources and events; offering ongoing planning (included for higher‑asset clients) and periodic educational communications is less common among comparable independent solo advisers.

To learn more about the advisors currently working at Southmore Financial Advisory 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.