A complete list of active advisors currently associated with Terrion Advisors, Inc.

Warmer can help you find a great advisor at Terrion Advisors, Inc. or one who fits your needs even better.

Terrion Advisors, Inc. is a single‑advisor, state‑registered investment adviser that manages roughly $32 million for about 58 clients, serving individuals (including high‑net‑worth clients), pension and profit‑sharing plans, charitable organizations and businesses. The firm offers investment supervisory and portfolio management, financial planning, pension consulting, and other focused consulting services. For individual accounts the firm develops written investment policies and implements portfolios using a blend of fundamental, technical, quantitative and qualitative analysis and asset‑allocation strategies, typically providing discretionary management and quarterly reviews. For pension and profit‑sharing clients it prepares investment policy statements, assists with investment‑vehicle selection, provides ongoing monitoring and ERISA‑compliant participant education, and often provides recommendations without directly executing plan transactions. Noteworthy distinctions include a formal pension‑consulting practice with participant education and an affiliated non‑advisory business that finances insurance policy premiums, which can lead to referrals to insurance producers and sales of other financial products. The firm’s brochure discloses an insurance‑related regulatory and legal matter involving its principal—resulting in surrender of an insurance license and a plea‑in‑abeyance for a misdemeanor—which the firm states did not involve its investment advisory activities; the firm also does not provide separate performance reports beyond custodial statements.

To learn more about the advisors currently working at Terrion Advisors, Inc., 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.