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

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

Statera Financial, LLC provides investment advisory and financial planning services to individual clients, offering portfolio management (both discretionary and non‑discretionary), risk assessment, investment planning, estate‑planning coordination with attorneys, and financial organization. The firm is state‑registered and states it does not impose a minimum account size for advisory relationships. Its investment approach is tailored to each client’s objectives, time horizon, and risk tolerance and commonly employs asset‑allocation frameworks, dollar‑cost averaging, and a mix of long‑ and short‑term purchases, with periodic reviews triggered by material market or life‑event changes. Statera emphasizes maintaining clients’ purchasing power over the long term and highlights tax considerations and specific risks associated with cryptocurrency investing, recommending consultation with tax and other specialists. The brochure discloses a few features that are less common among similar supported firms: employees may be licensed insurance agents who offer commissionable insurance products (the firm notes the potential conflict and that clients are not required to purchase such products), and the firm acknowledges it does not aggregate client orders (no block trading). It also calls out operational risks tied to third‑party use of artificial intelligence and machine‑learning tools and operates as a small adviser managing tens of millions in client assets, which, taken together, distinguish its service model from many peers.

To learn more about the advisors currently working at Statera 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.