A complete list of active advisors currently associated with T. Mann Financial
Warmer can help you find a great advisor at T. Mann Financial or one who fits your needs even better.
T. Mann Financial provides advisory services to individuals, families, business owners, and pension or corporate plans, offering portfolio management, financial planning, and pension consulting. The firm structures service levels through tiered plans (Growth, Bronze, Silver, Gold) that range from automated investing on a modern custodian to advisor-guided and institutional custodial arrangements. Investment advice is delivered using written Investment Policy Statements, with methods that include modern portfolio theory, technical analysis, and a long‑term trading orientation; discretionary authority is used for ongoing portfolio management. The firm’s Silver and Gold plans add tax‑smart customizations (direct indexing, tax‑loss harvesting) and, at the highest tier, access to derivative strategies (options and hedging), hedge funds and other alternative/private placements, and real‑asset solutions including 1031/721 exchange structures. Compared with many small supported firms, T. Mann Financial offers an unusually broad menu of capabilities for a single‑advisor practice, combining low‑minimum automated accounts with accredited‑investor level strategies and alternative investments. The firm also discloses an insurance‑licensing affiliation for a principal and arrangements to direct clients to third‑party managers (including named third‑party advisers and fee‑sharing relationships), which are potential conflicts it documents in client files.
To learn more about the advisors currently working at T. Mann Financial, 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.
Name |
Location |
Years of experience |
|---|---|---|
Springfield, OR
| 7
|
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