A complete list of active advisors currently associated with Storen Financial

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

Storen Legacy Partners, LLC is a multi‑advisor registered investment adviser that manages roughly $438 million for a mix of clients, including individuals (both retail and high‑net‑worth), trusts and estates, employer retirement plans, and corporate entities. The firm offers discretionary and non‑discretionary portfolio management, comprehensive financial planning, retirement plan consulting, and the selection/monitoring of third‑party money managers. The firm’s investment process blends fundamental and technical analysis with modern portfolio theory and broad asset‑class allocation, applying strategies that range from ETFs and mutual funds to alternatives, direct indexing and digital assets. Portfolios are actively monitored and rebalanced, and the firm routinely uses third‑party managers and a TAMP/order‑management workflow to implement and delegate day‑to‑day trading when appropriate. Noteworthy operational features include participation in the Dynasty network for back‑office and platform support and the use of an order‑management system to actively manage “held‑away” employer retirement accounts (401(k), 403(b), HSAs, 529s) — an arrangement that extends the firm’s oversight beyond custodial accounts at its recommended custodian. The firm’s advisors are also licensed insurance agents and registered representatives of a broker‑dealer, relationships it discloses and addresses in its conflicts‑of‑interest policies.

To learn more about the advisors currently working at Storen Financial, 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.