A complete list of active advisors currently associated with Spinnaker Financial Group, LLC
Warmer can help you find a great advisor at Spinnaker Financial Group, LLC or one who fits your needs even better.
Spinnaker Financial Group serves individual clients — including executives, retirees, and participants in employer retirement plans — as well as business entities and plan sponsors, providing personalized financial planning, discretionary investment management, ERISA plan advisory services, and occasional educational seminars. The firm offers financial planning and consulting alongside asset management and plan-level consulting, and does not accept commissions for insurance or investment products, operating on a fee-only basis. Investment programs are tailored through a documented investment policy and a risk questionnaire, and implemented on a discretionary basis with at least annual reviews and more frequent monitoring as conditions warrant. The firm’s analysis emphasizes fundamental research and cash‑flow, tax, and estate considerations when building client plans, and it accommodates client‑imposed investment restrictions and plan sponsor-directed decisions. Compared with many solo independent advisers, the firm highlights plan‑level ERISA services (including nondiscretionary plan advice, IPS development, monitoring of plan options, and participant education) and conducts free public seminars, which broaden its service scope beyond typical individual wealth management. It also discloses that it pays some referral fees to CPAs for planning referrals and does not vote client proxies, leaving voting to clients or providing recommendations on request.
To learn more about the advisors currently working at Spinnaker 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 |
|---|---|---|
Independence, OH
| 24
|
Not sure where to start?
We'll help you think it through — whether you ultimately need an advisor or not.
Warmer helps you compare advisors clearly — so you can choose with confidence.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")