A complete list of active advisors currently associated with Succession Financial, Inc

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

Succession Financial, Inc. provides investment management, financial planning, and retirement plan consulting to individuals (including high‑net‑worth clients), employer‑sponsored plans, charitable organizations, and small businesses. The firm reports managing about $210 million in discretionary assets across roughly 173 client relationships and delivers ongoing portfolio supervision and written financial plans. The firm builds portfolios around client‑specific asset‑allocation targets and combines passive and active strategies informed by Modern Portfolio Theory, and it may engage third‑party Outside Managers to implement model allocations. Succession’s disclosure also indicates it may incorporate derivatives (including options strategies) in separately managed accounts and manages fee‑based annuities and wrap‑fee accounts when appropriate. What is noteworthy relative to many peers is the combination of uncommon elements disclosed in its brochure: Succession sponsors a wrap fee program, uses derivatives within separately managed accounts, and has a principal who holds an insurance license (the firm states it does not sell insurance products to clients). The firm also emphasizes employer retirement‑plan consulting and business‑planning work and requires clients to custody assets through its recommended institutional platform.

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