A complete list of active advisors currently associated with Spahr Financial Group, LLC
Warmer can help you find a great advisor at Spahr Financial Group, LLC or one who fits your needs even better.
Spahr Financial Group, LLC is an independent, single-advisor registered investment adviser that provides portfolio management, financial planning, and consulting primarily to individual clients (including high-net-worth clients and related trusts) and certain employer-sponsored plans. The firm prepares investment policy statements, monitors accounts on an ongoing basis, and offers implementation support when clients elect to act on planning recommendations. The firm’s investment approach is rooted in Modern Portfolio Theory and generally favors low-cost index funds and ETFs across diversified asset classes (including fixed income, REITs, MLPs, and dividend strategies) tailored to each client’s risk tolerance, time horizon, and tax status. Portfolios are reviewed at least quarterly with periodic rebalancing, and while the firm can manage accounts on a discretionary basis, it reports managing essentially all client assets on a non-discretionary basis, meaning trades are typically implemented only with client authorization. Compared with many independent peers, the firm discloses two uncommon features: the principal holds a resident insurance producer license and periodically recommends fixed insurance products for which upfront commissions may be received, and the firm’s assets under management are predominantly non-discretionary. The brochure also notes the principal’s role as a FINRA arbitrator and states these outside activities are intended to remain secondary to the adviser’s investment and planning services, with the related conflicts disclosed to clients.
To learn more about the advisors currently working at Spahr Financial Group, 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.
Name |
Location |
Years of experience |
|---|---|---|
Huntington Beach, CA
| 24
|
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