A complete list of active advisors currently associated with Storie Financial Advisory LLC
Warmer can help you find a great advisor at Storie Financial Advisory LLC or one who fits your needs even better.
The firm serves individuals, trusts, estates and foundations with fee-only financial planning and investment management, and it also offers federal and state income tax return preparation through an Enrolled Agent on staff. Clients may engage for modular or comprehensive planning, investment consultation, and implementation assistance. Investment strategies are implemented using a Core+Satellite approach that blends low-cost index-based core holdings with active satellite managers, and portfolios are designed around each client's objectives, time horizon and tolerance for risk. The firm provides investment management on a non-discretionary basis, preparing investment guidelines and seeking client approval before placing trades. Distinctive features relative to peers include offering tax-preparation services under the firm umbrella and billing primarily by hourly fees rather than a percentage-of-AUM. The firm operates as a solo practitioner managing client assets non-discretionarily, provides a 20% discount to U.S. military veterans, and typically recommends custodians such as Charles Schwab, Vanguard or USAA.
To learn more about the advisors currently working at Storie Financial Advisory 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 |
|---|---|---|
Canonsburg, PA
| 21
|
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