A complete list of active advisors currently associated with TaxDude Financial Advisor

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

Taxdude Financial Advisor provides investment management, financial planning and educational workshops to individuals, trusts, estates, corporations and other business entities. The firm’s services include non-discretionary direct asset management, tailored financial planning and public seminars intended to educate attendees rather than provide individualized tax or investment advice. Investment decisions are driven by client-specific goals, time horizons and risk tolerances, with security selection informed by fundamental analysis and a mix of long- and short-term strategies. The firm operates on a non-discretionary basis, presenting recommended trades for client approval and conducting periodic account reviews at least quarterly. The firm is distinctive for its close affiliation with an operating accounting practice, with the owner spending roughly half of their professional time on accounting and tax services—an arrangement the brochure notes and discloses as a potential conflict of interest with mitigation steps and client choice. It also emphasizes public seminars and a predominantly non-discretionary management model, managing about $1.98 million on a non-discretionary basis, which are less common features among independent advisory firms.

To learn more about the advisors currently working at TaxDude Financial Advisor, 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.