A complete list of active advisors currently associated with Storms & Rowdon Financial Services, Inc.

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

Storms & Rowdon Financial Services, Inc. provides discretionary investment management and financial planning to individuals, high-net-worth clients, businesses, pension and profit-sharing plans, and charitable organizations. The firm manages approximately $141,159,549 in client assets for about 222 clients and offers portfolio construction, ongoing supervision, and referrals to unaffiliated specialists when appropriate. The firm constructs customized portfolios using a mix of fundamental, technical and charting analysis and generally pursues a long-term orientation while permitting shorter-term trading for rebalancing or specific objectives. Portfolios may include individual stocks, ETFs, bonds and, where suitable, alternative investments, options, structured products, and allocations to independent managers; all assets are managed on a discretionary basis. Noteworthy features for a small, recently formed advisory firm include its 2025 founding by advisors with prior broker-dealer experience and its institutional relationship with Raymond James, through which the firm receives research and platform support. The firm’s principals are also licensed insurance professionals who may earn commission-based compensation (reported as taking about 10% of their time), and one principal provides unpaid chaplain services to a minor-league baseball team (about 5% of time); these outside activities and the custodian relationship are disclosed in the brochure and are addressed through the firm’s compliance policies.

To learn more about the advisors currently working at Storms & Rowdon 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.