A complete list of active advisors currently associated with The Raffin Group LLC

Warmer can help you find a great advisor at The Raffin Group LLC or one who fits your needs even better.

The Raffin Group is an independent advisory firm that provides tailored portfolio management and financial planning to individuals, high‑net‑worth clients, corporations, and charitable organizations. It offers ongoing discretionary portfolio management and standalone financial planning engagements, and it also sponsors a separate wrap‑fee program (referenced in its brochure). The firm builds client programs using model allocations and investment policy statements, favoring low‑cost, diversified ETFs and mutual funds and using separately managed accounts for fixed‑income exposure when appropriate. Its methods include fundamental, quantitative, technical and modern‑portfolio approaches, and it discloses use of more active strategies such as margin/borrowing, options and short sales while conducting monthly account reviews. Notable distinctions from many solo independent advisers include its role as a wrap‑fee program sponsor, its explicit service to corporate/business clients in addition to individuals, and an affiliation with insurance activities in which firm personnel may receive insurance compensation (a disclosed conflict of interest). The firm also requires clients to custody assets with specified custodians (Schwab Institutional or Interactive Brokers) and includes financial planning for portfolio clients without a separate planning fee.

To learn more about the advisors currently working at The Raffin Group 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.

Name	Location	Years of experience
Nicholas Raffin	Los Altos Hills, CA	11

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