A complete list of active advisors currently associated with Tam Financial Advisors, LLC

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TAM Financial Advisors serves individual and high‑net‑worth clients with personalized investment management and financial planning and also works with a range of institutional clients, including corporate pension and profit‑sharing plans, Taft‑Hartley plans, charitable institutions, foundations, and endowments. The firm offers discretionary portfolio management, one‑time and ongoing personal retirement/financial planning, and pension consulting and participant education for plan sponsors and fiduciaries. Investment decisions are implemented through individualized Investment Policy Statements and a focus on strategic asset allocation, dividend income, and a mean‑reversion/value‑oriented security selection process; accounts are reviewed at least quarterly and management is typically discretionary. The firm also employs defensive tools—including covered‑call and other options strategies where appropriate—to reduce portfolio volatility and emphasizes tax efficiency and cost control while serving primarily moderate‑to‑conservative investors. Compared with most independent solo advisors, TAM’s practice is notable for its institutional and plan consulting work—providing plan reviews, benchmarking, vendor selection assistance, and ongoing ERISA‑related advisory services that are uncommon among peers. The firm is fee‑only and fiduciary in its compensation model, limits client counts to maintain frequent communication, and manages roughly $171 million of client assets, primarily on a discretionary basis.

To learn more about the advisors currently working at Tam Financial Advisors, LLC, 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.