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, comprehensive financial planning, and tax return preparation to individuals, high‑net‑worth individuals, trusts, and estates. The firm manages about $126 million on a discretionary basis for roughly 120 clients and offers structured 12‑month planning packages tailored to life stages (young professionals, mid‑career, and retirement). Its investment approach emphasizes strategic asset allocation implemented primarily with ETFs and cash/money‑market positions, with a long‑term buy/hold orientation while monitoring allocation drift and performance. The firm combines fundamental evaluation with technical analysis and may employ index‑ETF options (puts and calls) and selected fixed‑income holdings as part of its risk‑management toolkit. Noteworthy features that distinguish the firm from many peers include in‑house tax preparation performed by a supervised Enrolled Agent (available only to the firm’s planning or investment clients) and a Wealth 360° program that bundles investment management, planning, and tax preparation for clients with $400,000 or more in managed assets. The practice is a single‑advisor model with a relatively large discretionary asset base and a principal who holds multiple professional credentials (CFP, CFA, CMT, EA), and it routinely uses technical analysis and options strategies that are less common among similar independent advisers.

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.

Name	Location	Years of experience
James Daniel	Alpharetta, GA	21

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For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

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