A complete list of active advisors currently associated with TreMonte Financial Consultants

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

TreMonte Financial Consultants provides investment advisory and planning services to individuals (including high‑net‑worth clients), trusts, retirement plans and business clients. Its service menu includes discretionary asset management, comprehensive financial management, standalone financial planning, and retirement plan consulting with implementation support across stocks, bonds, ETFs, options, mutual funds and other public and private securities. The firm tailors portfolios by combining strategic asset allocation with both passive and active approaches, employing fundamental and technical analysis as appropriate and monitoring accounts for rebalancing or other adjustments. Its investment program also includes fixed‑income management, option strategies and the ability to use margin where suitable, and the firm provides ongoing retirement-plan consulting that acknowledges ERISA fiduciary responsibilities when applicable. A notable feature is the firm’s affiliation with an accounting practice that offers tax planning, tax preparation and personal CFO services, and its personnel include Certified Public Accountants and a CFP® designee, allowing clients the option of more integrated tax and investment advice. The firm operates with a single-adviser model overseeing roughly $63.4 million in discretionary assets for about 136 clients, a relatively concentrated advisor-to-client scale compared with many peers.

To learn more about the advisors currently working at TreMonte Financial Consultants, 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.