A complete list of active advisors currently associated with Timberchase Financial, LLC

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

Timberchase Financial, LLC provides personalized financial planning and discretionary investment management to individuals, including high-net-worth clients, and occasionally to trusts, estates, charitable organizations, and small businesses. The firm operates as a fee-only advisor that does not accept commissions or sell commissioned products and acts as a fiduciary when advising retirement accounts. Timberchase pursues a strategic passive asset-allocation approach, building globally diversified portfolios primarily with no-load mutual funds and exchange-traded funds and evaluating funds for cost-effectiveness rather than conducting traditional security-by-security analysis. The firm typically manages client accounts on a discretionary basis and also provides guidance on clients’ employer-sponsored retirement plan allocations within the limits of plan menus. The firm manages roughly $280 million across about 126 client relationships with a compact advisor team, yielding a relatively high average account size compared with many peers and reflecting a focus on ongoing, relationship-oriented management. Distinctive operational practices include offering a fixed-fee engagement alternative to AUM billing, maintaining certain custodial access arrangements (including client login credential access) that prompt an annual surprise examination, and leaving proxy voting to clients rather than voting securities on their behalf.

To learn more about the advisors currently working at Timberchase 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.