A complete list of active advisors currently associated with Toro Financial Advisors

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

Toro Financial Advisors serves individuals, high-net-worth clients, trusts, estates, charitable organizations, corporations and retirement plans, providing discretionary asset management, financial planning and consulting, and ERISA plan services. The firm offers ongoing portfolio management and may subscribe client accounts to model portfolios through a model marketplace or engage sub‑advisors to manage all or part of client assets. The firm’s investment process draws on fundamental, technical, charting and cyclical analysis and is tailored to clients’ objectives, time horizons and risk tolerances, with periodic (typically quarterly) reviews and rebalancing. With discretionary trading authority, Toro Financial Advisors documents client restrictions and may implement strategies that include options trading, use of margin and other derivatives or borrowing in separately managed accounts when deemed appropriate. Noteworthy distinctions include providing both limited‑scope 3(21) advisory services and full 3(38) investment‑manager services for retirement plans (pension consulting and plan management), a capability less common among solo independent advisers, and an explicit disclosure that the firm may use borrowing and derivatives in separately managed accounts, which is statistically rare. The firm’s principal also maintains an insurance practice and the brochure discloses the related commission conflicts and other potential conflicts from sub‑advisor selection and model marketplace usage; clients retain proxy voting authority rather than delegating it to the firm.

To learn more about the advisors currently working at Toro 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.