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

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

Trademark Financial Management provides personalized investment advisory services to individuals, retirement and profit‑sharing plans, trusts, estates, charitable organizations, corporations, and, occasionally, other registered investment advisers. The firm offers ongoing portfolio management on a discretionary basis as well as one‑time consulting engagements and multiple service models, including a TAMP and a direct management program. Trademark employs a tactical asset allocation approach supported by fundamental and technical analysis and may use quantitative modeling and proprietary portfolio tools to inform asset selection. It typically implements strategies through mutual funds, ETFs and insurance products, with occasional recommendations of private placements or hedge funds for eligible clients, and conducts at least quarterly portfolio reviews. The firm operates with a small advisory team while overseeing roughly $293 million in discretionary assets and 458 client relationships, resulting in an unusually high number of clients and assets per advisor relative to similar supported firms. Its brochure discloses formal promoter/referral arrangements (including named promoters and fee‑sharing with those promoters) and affiliations with other advisory and financial planning entities, as well as office‑sharing with a related planning firm—features that are less common among peers.

To learn more about the advisors currently working at Trademark Financial Management, 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.