A complete list of active advisors currently associated with The Simple Investor's Guide, LLC

Warmer can help you find a great advisor at The Simple Investor's Guide, LLC or one who fits your needs even better.

The firm provides portfolio management and advisory services to individuals (including high-net-worth clients), corporations, and employee benefit plans. It reports managing about $12.5 million in client assets across 19 client relationships and offers both customized accounts and firm-developed model portfolios. The adviser operates predominantly on a non‑discretionary basis, requiring client approval before executing transactions, and integrates discussions of anticipated cash flow and withdrawal timing into ongoing portfolio monitoring and rebalancing. Its investment process draws on fundamental analysis and modern portfolio theory, with a mix of long‑term purchase strategies and model-driven allocations tailored to client risk profiles. What is distinctive about the firm is its emphasis on non‑discretionary management—a less common arrangement among independent advisers of this type—and a recent change to discontinue standalone financial planning and public educational seminars, which alters how educational services are provided. The firm is fee‑only, does not accept performance‑based fees or soft‑dollar benefits, and its principal has a professional background outside finance, which is atypical among peers.

To learn more about the advisors currently working at The Simple Investor's Guide, 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.