A complete list of active advisors currently associated with Tishy Financial LLC
Warmer can help you find a great advisor at Tishy Financial LLC or one who fits your needs even better.
Tishy Financial LLC provides investment management and comprehensive financial planning to individuals, high-net-worth clients, pension and profit-sharing plans, and businesses. The firm offers discretionary portfolio management, ongoing and project-based financial planning, retirement plan consulting for plan sponsors, and educational seminars. The adviser operates on a fee-only basis and builds written investment policies and asset-allocation targets tailored to each client’s goals and risk tolerance, drawing on Modern Portfolio Theory and a mix of mutual funds and ETFs. The firm manages accounts on a discretionary basis, conducts periodic reviews, and its principal holds CFP certification, which informs the planning framework. Noteworthy aspects include a formal retirement plan consulting practice that serves employer plan sponsors and accepts fiduciary responsibilities under ERISA, alongside a program of educational seminars and speaking engagements delivered virtually or in person. The firm combines employer-focused plan monitoring and participant education with individualized financial planning and requires custody of client assets on a single institutional platform—an uncommon mix for independent advisers of this size.
To learn more about the advisors currently working at Tishy 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.
Name |
Location |
Years of experience |
|---|---|---|
West Chester, OH
| 8
|
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