A complete list of active advisors currently associated with The Financial Advisors

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

The firm provides discretionary portfolio management and investment advisory services primarily to individual clients, including high-net-worth households, overseeing roughly $68 million in client assets across about 40 client relationships. Services focus on individualized portfolio management rather than institutional or product-only offerings. Advisory services are delivered directly by the firm’s sole investment professional, who has a background in business administration and accounting, is a licensed CPA and has managed investments since 2000; that individual holds discretionary authority over client accounts. The firm generally uses percentage-of-AUM billing and, in some arrangements, may apply performance-based fee structures. This firm is notable among peers for operating alongside other professional activities: the adviser practices as a CPA and also holds a real estate broker license, receiving real estate commissions while reporting that real estate activity has occupied less than 1% of time over the past decade. The firm also serves a material share of non-U.S. clients and reports fee arrangements (including performance-based fees) and affiliations that are uncommon for similarly sized supported advisory firms.

To learn more about the advisors currently working at The Financial Advisors, 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.