A complete list of active advisors currently associated with Traver Financial Consulting Network PA

Warmer can help you find a great advisor at Traver Financial Consulting Network PA or one who fits your needs even better.

Traver Financial Consulting Network, PA provides portfolio management and fee-based financial planning to individuals — including high-net-worth clients — and to select corporate pension and profit-sharing plans. The firm operates as a small, single-advisor practice managing roughly $88 million across about 54 client relationships. Portfolios are constructed using diversified asset-allocation models with ETFs as a core holding and a mix of fundamental analysis for security selection and technical analysis for timing; investment vehicles may include individual stocks, bonds, mutual funds, exchange-traded funds, options and other public or private investments. The firm discloses use of margin borrowing and options/derivatives in separately managed accounts and notes it bills advisory fees on securities purchased on margin, which it identifies as a material risk and potential incentive to consider. Noteworthy features include a solo, CFP®‑credentialed advisor model with annual account reviews and a willingness to employ derivatives and borrowing in client accounts — practices that are relatively uncommon among similarly supported firms. The brochure also discloses a 2014 administrative settlement with the Florida Office of Financial Regulation (consent to findings and an $8,500 fine, paid) relating to recordkeeping and custody safeguards; the firm states it is currently operating in good standing.

To learn more about the advisors currently working at Traver Financial Consulting Network PA, 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.