A complete list of active advisors currently associated with Tip Top Financial Advisors

Warmer can help you find a great advisor at Tip Top Financial Advisors or one who fits your needs even better.

Tip Top Financial Advisors serves individual U.S. citizens and lawful permanent residents — including individuals, families, and certain for‑profit and nonprofit companies — through a wrap‑fee investment management program called the Life Investment Platform. The firm acts as sponsor and the discretionary portfolio manager for the Program and also offers financial planning services, including an hourly planning rate and a one‑time Life Investment Plan product for individuals and families. The firm implements Models created by unaffiliated asset managers (Strategic, Tactical, Income Distribution, and Tax Aware) and relies on client Investment Profiles completed with an Advisor to select appropriate Models, while retaining discretion to implement or remove Models within accounts. Accounts are custodied at Interactive Brokers, transactions are directed through IB, and clients pay a percentage‑of‑AUM Program Fee assessed quarterly (with separate charges for the one‑time Life Investment Plan and other IB ancillary fees); clients retain proxy‑voting rights. Distinctive features in the brochure include the firm’s small, retail focus (about a dozen clients and roughly $526,000 in AUM) combined with both portfolio management for individuals and standalone paid financial planning — a mix that is uncommon for firms in this category. The brochure also discloses adviser seminars and wholesaling support from Asset Managers, references to Primerica in client contact and administration, and an explicit provision that paid Life Investment Plans may be used by clients with other brokers, reflecting an uncommon blend of model implementation, planning deliverables, and third‑party distribution relationships.

To learn more about the advisors currently working at Tip Top Financial 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.