A complete list of active advisors currently associated with StraightLine

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

StraightLine serves individual investors and employer-sponsored retirement plan sponsors, offering discretionary investment management, standalone and integrated financial planning, discretionary cash management, and retirement-plan education and communication services. The firm operates as a fee-only fiduciary and, per its disclosures, manages roughly $1.17 billion in client assets while serving more than 2,300 client relationships. Investment work rests on proprietary model portfolios and a research-driven process that draws on charting, cyclical, fundamental, quantitative, and technical analyses and implements allocations primarily through mutual funds and ETFs using both long- and short-term trading. StraightLine provides both discretionary and non-discretionary options, may engage sub-advisers for specialized strategies, and communicates account updates and market information at least quarterly. Several features in the brochure distinguish StraightLine from many peers: the firm’s client roster implies a high client-to-advisor ratio (over 200 clients per advisor), it emphasizes ongoing participant education for plan sponsors (in-person group meetings, one-on-one sessions, webinars, and newsletters), and it discloses ancillary activities that can create conflicts of interest — specifically, operation as a licensed insurance agency that can receive commissions and minority ownership by investing employees in a financial‑wellness platform the firm may use with clients.

To learn more about the advisors currently working at StraightLine, 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.