A complete list of active advisors currently associated with Tax Favored Retirement

Warmer can help you find a great advisor at Tax Favored Retirement or one who fits your needs even better.

Tax Favored Retirement serves individuals, families, businesses and retirement plan sponsors by offering discretionary and non‑discretionary portfolio management, financial planning, and retirement plan advisory services. For its investment management services the firm generally applies a $1,000,000 account minimum (which it may waive) and documents engagement terms, restrictions, and fiduciary obligations in a written agreement. The firm’s stated investment approach is to reduce risk and volatility while aiming to increase average returns by building portfolios that are simple to monitor and nimble to adjust, using primarily stocks and bonds with occasional mutual funds and ETFs. It uses both fundamental and technical analysis and may implement strategies that include long‑ and short‑term holdings, trading, margin and options; the firm reported managing all disclosed assets on a discretionary basis as of December 31, 2025. Noteworthy differences from many peers include its small, owner‑managed structure (three advisors overseeing roughly $41 million for about 149 clients) combined with both retirement plan services and project‑based financial planning. The firm’s brochure discloses that some advisory personnel are licensed to sell insurance and annuity products (which may produce commissions), and it also discloses a prior Chapter 7 bankruptcy filing by the firm’s owner related to 2007–2008 real estate losses.

To learn more about the advisors currently working at Tax Favored Retirement, 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.