A complete list of active advisors currently associated with Starr-Mathews Financial, LLC

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

Starr-Mathews Financial, LLC serves individual and high‑net‑worth clients as well as pension and profit‑sharing plans, managing roughly $158 million across discretionary and non‑discretionary accounts. The firm provides ongoing portfolio management, financial planning, and qualified retirement plan services, including ERISA 3(38) and ERISA 3(21) engagements. The firm documents client goals and constraints in an Investment Policy Statement, applies fundamental analysis and a long‑term trading approach, and generally operates with discretionary authority to implement portfolios. Financial planning is offered on fixed‑fee or hourly bases, and retirement‑plan services include investment selection and monitoring, participant education, QDIA selection, and ongoing reporting as set out in plan agreements. Noteworthy aspects compared with peers are that the firm sponsors a wrap fee program, offers delegated ERISA 3(38) fiduciary services for retirement plans, and has an affiliated accounting/tax‑preparation entity that provides tax services to both investment and non‑investment clients—features that are relatively uncommon among similar team firms. The firm also manages client assets in‑house rather than selecting third‑party investment managers and leverages third‑party custodial arrangements that support fee billing and block trading.

To learn more about the advisors currently working at Starr-Mathews Financial, 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.