A complete list of active advisors currently associated with Southward Financial Services, LLC

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

Southward Financial Services is a fee‑only registered investment adviser that provides personalized, confidential financial planning and ongoing investment management to individuals, trusts, estates and charitable organizations. The firm also offers tax preparation as a separate service performed by a CPA on staff, and it has stopped accepting new financial planning and investment management clients effective January 1, 2026 as part of an owner succession plan. Portfolios are constructed primarily using strategic asset allocation across no‑load or low‑load mutual funds and ETFs, with individual securities used where appropriate, and are reviewed and rebalanced at least quarterly against relevant benchmarks. The firm generally operates on a non‑discretionary basis, consulting with clients prior to trades and only executing transactions under a limited power of attorney when the client specifically authorizes it. As a solo, owner‑run practice managing roughly $9.47 million for about ten clients, the firm’s combination of an on‑staff CPA for tax preparation and a primarily non‑discretionary approach is atypical among similarly sized independent advisers. The firm has also implemented a succession-related referral arrangement that included terminating certain client agreements and entering a promoter agreement to facilitate referrals to another advisory firm; it does not take custody of client assets and uses an independent custodian for execution and reporting.

To learn more about the advisors currently working at Southward Financial Services, 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.