A complete list of active advisors currently associated with Springboard Asset Management LLC
Warmer can help you find a great advisor at Springboard Asset Management LLC or one who fits your needs even better.
Springboard Asset Management is a fee-only, SEC-registered adviser that provides discretionary investment management and financial planning to individuals (including high-net-worth households), trusts, retirement plans, charitable organizations, and business entities. As of December 31, 2025 the firm reported approximately $136.8 million in discretionary assets under management across about 97 client households. The firm’s investment approach emphasizes strategic asset allocation grounded in Modern Portfolio Theory, using globally diversified portfolios implemented primarily with mutual funds and ETFs and a modest small/value tilt. Clients receive customized Investment Policy Statements and ongoing discretionary management supported by fundamental, technical, and cyclical analysis, with account reviews for rebalancing and tax-efficiency opportunities. Noteworthy aspects include a small, two-advisor firm model with a formal requirement that advisors hold a bachelor’s degree and CFP® certification, and a client roster that implies an average household relationship of roughly $1.4 million in assets. Springboard also discloses that it does not accept commissions or referral fees and that clients retain proxy voting authority rather than the firm voting securities on their behalf.
To learn more about the advisors currently working at Springboard Asset Management 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 |
|---|---|---|
Cheshire, CT
| 26
| |
Cheshire, CT
| 20
|
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