A complete list of active advisors currently associated with The Advisory Firm

Warmer can help you find a great advisor at The Advisory Firm or one who fits your needs even better.

The Advisory Firm provides discretionary investment management, financial planning, and tax preparation services to individuals, high‑net‑worth clients, trusts and estates. It offers structured planning packages (Prime and Retirement Focused), standalone plan updates, tax preparation delivered by a supervised Enrolled Agent, and a bundled Wealth 360° program that combines investment management, planning and tax services for clients with $400,000 or more in managed assets. The firm implements a strategic asset allocation approach, typically using ETFs and fixed‑income instruments to construct model portfolios aligned with each client’s risk tolerance and time horizon. Portfolio decisions also incorporate technical analysis techniques and, when appropriate, limited use of options on index ETFs as part of positioning or risk management. As a single‑advisor practice, the firm manages approximately $113.9 million for about 118 clients, and explicitly integrates tax preparation into its advisory offerings—an arrangement less common among solo independent advisers. The firm’s principal holds multiple professional credentials (CFP, CFA, CMT, and Enrolled Agent), the adviser does not generally vote client proxies, and the brochure notes that portfolio reporting is not typically provided, which may affect how clients receive ongoing account information.

To learn more about the advisors currently working at The Advisory Firm, 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.