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. is a registered investment adviser that serves individuals (including high‑net‑worth clients), pension and profit‑sharing plans, charitable organizations, and corporate clients. The firm offers discretionary investment management, comprehensive financial planning, retirement plan consulting, and tax preparation and filing services, and reported about $210 million in discretionary assets across roughly 173 client relationships. The firm combines fundamental analysis and modern portfolio theory with a mix of passive and active strategies, constructs portfolios from stocks, bonds, mutual funds, ETFs and annuities, and may engage outside managers for portions of client accounts. Clients receive ongoing account supervision with the ability to impose written investment restrictions, and the firm discloses use of options and other derivatives in certain strategies and accounts. Noteworthy for a firm of its size, Succession sponsors a wrap fee program and discloses using derivatives in separately managed accounts—features that are uncommon among peers. The firm also offers in‑house tax preparation services and notes that a firm principal holds an insurance license (although the firm states that insurance products will not be sold to clients), and it generally requires clients to custody assets at a recommended institutional custodian.

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.

You can also browse Succession Financial, Inc's office locations.