A complete list of active advisors currently associated with The Other 90 Financial, LLC

Warmer can help you find a great advisor at The Other 90 Financial, LLC or one who fits your needs even better.

The Other 90 Financial provides investment management and financial planning services to individual and high‑net‑worth clients, offering both ongoing and project-based planning engagements alongside continuous portfolio supervision. Its services cover direct portfolio management of stocks, bonds, mutual funds and ETFs, monitoring of held‑away accounts (such as 401(k)s and 529s), and referrals to third‑party professionals or sub‑advisors when appropriate. The firm implements a blend of portfolio-level approaches — including modern portfolio theory, fundamental and technical analysis, and mutual fund/ETF evaluation — and may use discretionary sub‑advisors or model portfolios to execute strategies. Clients can request reasonable investment restrictions and the firm operates as a fiduciary; it also offers values‑aligned options, including Biblically Responsible Investing and other faith‑ or values‑based screening, when requested. Noteworthy distinctions include an explicit focus on faith‑based advisory capability (the principal holds both CFP and faith‑based advisor credentials) and the provision of services not always found at peers, such as paraplanning support to other registered advisers and active oversight of held‑away accounts. The firm uses institutional custody and model‑marketplace platforms (for example, Schwab and Altruist) to access third‑party models and operational tools, which can shape how investment strategies are implemented.

To learn more about the advisors currently working at The Other 90 Financial, LLC, 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.