A complete list of active advisors currently associated with Thurston Springer Advisors

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

Thurston Springer serves individual and high‑net‑worth clients as well as corporations, foundations, estates and employer‑sponsored retirement plans. It provides comprehensive financial planning, portfolio management, fee‑based consulting and wrap‑program options (including the Compass Account), and offers ERISA 3(21) and 3(38) fiduciary services for plan sponsors. Advisory services are tailored to client goals and may be managed discretionarily through firm programs, with IARs setting account restrictions and conducting periodic reviews. Investment analysis combines charting, fundamental, technical and cyclical methods and supports both buy‑and‑hold allocation approaches and more active strategies such as the Tactical Momentum and Earnings Momentum models, which involve higher turnover. Noteworthy distinctions include the firm’s integration with affiliated entities: many IARs are registered representatives of affiliated broker‑dealer Thurston Springer Financial and are licensed insurance agents who may effect commissionable brokerage and insurance transactions through affiliated agencies (Thurston Springer Insurance and Top Advisors Group). The firm also works with institutional plan sponsors (including banking or thrift clients), is affiliated with truEdge and related private‑fund arrangements, and discloses custodial sweep, platform support and placement‑fee relationships and supervisory controls intended to address the resulting conflicts of interest.

To learn more about the advisors currently working at Thurston Springer 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.

You can also browse Thurston Springer Advisors's office locations.