A complete list of active advisors currently associated with Tempus Pecunia

Warmer can help you find a great advisor at Tempus Pecunia or one who fits your needs even better.

Tempus Pecunia is a state-registered independent investment adviser managing roughly $18.8 million for a small client roster of 13. The firm provides tailored portfolio management and a range of financial planning services — including comprehensive, project-based, and hourly planning — and serves individuals, charitable organizations, corporations, and employer plan sponsors. The adviser primarily constructs passive, low-cost portfolios using index mutual funds and ETFs while applying fundamental analysis to evaluate individual holdings and asset-selection decisions; it also may recommend third-party outside managers and implements client-specific investment policy statements to guide portfolio supervision. Accounts are reviewed on a periodic basis and financial plans are monitored with ongoing contact and an annual comprehensive review to address changes in circumstances. What is distinctive for a firm of this size is its offering of employee benefit plan services and pension consulting to employer plan sponsors, including assistance with plan structure, investment option selection, and participant education — a service line that fewer independent advisers provide. The firm also provides business planning and coordinates with attorneys and tax professionals for clients who are business owners, combining plan-level consulting with individualized household financial planning.

To learn more about the advisors currently working at Tempus Pecunia, 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.