A complete list of active advisors currently associated with Streamline Advisory

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

Streamline Advisory LLC is an independent, fee‑only registered investment adviser that serves individuals and high‑net‑worth clients with discretionary wealth management and financial planning services. As of December 31, 2025, the firm reported roughly $1.5 million in assets under management across a very small client base (five clients). The firm’s investment approach emphasizes asset allocation grounded in Modern Portfolio Theory and implements portfolios primarily with passive vehicles such as index mutual funds and ETFs, operating under discretionary trading authority. Financial planning is available both as an integrated option for managed accounts and as limited‑scope, standalone engagements addressing topics such as retirement, tax, estate, business, and college planning. A distinctive aspect of the firm is its provision of fee‑based educational seminars and speaking engagements (offered virtually or in person) that are explicitly described as general, non‑individualized financial education. The brochure also discloses that the firm’s sole principal maintains separate outside employment and a commercial fishing permit—outside activities the firm states do not involve clients but that may affect advisor time commitments.

To learn more about the advisors currently working at Streamline Advisory, 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.