A complete list of active advisors currently associated with TLP Financial Services, Inc.

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

TLP Financial serves individuals, high-net-worth individuals, trusts, estates and businesses, offering discretionary and non-discretionary investment management alongside financial planning and, for some clients, tax preparation services. The firm also assists clients in accessing unaffiliated independent managers and recommends that client assets be held with a qualified custodian. Portfolios are customized and built from mutual funds, ETFs, individual bonds and independent manager strategies, using fundamental analysis with a generally long-term orientation while retaining the flexibility to rebalance or employ cash positions when appropriate. The firm manages roughly $37 million in client assets across about 42 client relationships, with the majority of accounts managed on a discretionary basis. Noteworthy aspects include a lead advisor who holds CFP and AEP credentials, the in-house offering of tax preparation tied to client relationships, and an institutional relationship with SEI Private Trust Company that provides platform software, access to an institutional trading desk and block-trading capability. The firm discloses the potential conflicts these arrangements may create and does not accept custody of client assets.

To learn more about the advisors currently working at TLP Financial Services, Inc., 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.