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

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

The Financial T works primarily with individual clients and also provides services to employer plan sponsors; its brochure reports approximately $1,001,000 in non-discretionary assets under management across roughly 64 clients. Services include individually tailored portfolio management, comprehensive financial consulting (covering cash flow, retirement, insurance and estate matters), and assistance with establishing and monitoring participant-directed retirement plans. The firm’s investment approach emphasizes passive portfolio construction using Modern Portfolio Theory and fundamental analysis, typically employing index mutual funds and ETFs to achieve asset-class exposures. TFT reports no discretionary AUM and operates mainly on a non‑discretionary basis, implementing client-specific investment policy statements and conducting regular (typically quarterly) account and plan reviews. Noteworthy differences from many peers include the firm’s combination of primarily non‑discretionary asset management and the provision of employee benefit plan consulting, both of which are statistically less common among independent advisers. The brochure also discloses that TFT does not aggregate client trades or vote client proxies, maintains an active public social media presence, and participates in an institutional custody program while the founder follows the CFP Board’s Code of Ethics despite not holding the CFP designation.

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