A complete list of active advisors currently associated with Stawnychy Financial Services, Inc.

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

Stawnychy Financial Services provides fee-based investment advisory and comprehensive financial planning to individuals (including high-net-worth clients), small businesses, charitable organizations, and municipal governments. The firm also offers qualified retirement plan consulting and manages portfolios for both wrap-fee and non-wrap-fee accounts. The advisor delivers discretionary, custom portfolio management that emphasizes a tactical allocation strategy intended to reduce risk and seek improved performance, with the ability to rebalance, hold cash as a hedge, or buy specific stocks to adjust sector weightings or dividend exposure. It uses a broad set of instruments — including exchange-listed equities, mutual funds (including liquid alternatives), municipal securities, corporate debt, variable annuities, and options — and employs both fundamental and technical analysis as part of its process. Noteworthy features for a firm of this size include serving municipal government clients and providing ERISA Section 3(38) retirement-plan management, services that are relatively uncommon among peers. The firm also acts as a wrap-fee program manager while its personnel are licensed insurance agents who may recommend insurance products (and receive customary commissions), and a firm principal at times serves as trustee on client accounts, which subjects the firm to additional custody compliance requirements.

To learn more about the advisors currently working at Stawnychy Financial Services, Inc., 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.