A complete list of active advisors currently associated with Sustain Financial Inc.

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

Sustain Financial Inc. serves individuals (including high-net-worth clients) and charitable organizations and also provides advisory services to employer plan sponsors. The firm delivers discretionary portfolio management, comprehensive and project-based financial planning, and retirement plan consulting, reporting roughly $38.7 million in assets under management across two advisors and 66 client relationships. Sustain primarily implements client-specific asset allocation targets through passive portfolios built with index mutual funds and exchange-traded funds, and applies fundamental and cyclical analysis when performing investment analysis as part of financial plans. Investment policy statements, ongoing monitoring, and the ability for clients to impose reasonable restrictions guide portfolio supervision and retirement plan oversight, including participant education. A notably uncommon feature for a firm of this size is its regular provision of educational seminars and speaking engagements — offered on an “as announced” basis, sometimes pro-bono, and described in the brochure with fee ranges for seminars and speaking. The firm’s principals combine CFP certification with prior careers in education and public speaking, and the practice explicitly integrates group education and participant-focused workshops into its service mix for individuals and plan sponsors.

To learn more about the advisors currently working at Sustain 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.