A complete list of active advisors currently associated with Two Firs Financial

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

The firm serves individual and high‑net‑worth clients, as well as trusts, estates, business entities, charitable organizations and retirement plans, providing discretionary and non‑discretionary investment management alongside one‑time and ongoing financial planning and ad‑hoc consulting. In addition to advisory services, the firm offers tax preparation, bookkeeping, payroll and other tax‑related services that are provided separately from investment advice. Investment advice is built around asset allocation informed by Modern Portfolio Theory and is tailored to each client’s goals, with portfolios typically composed of mutual funds, ETFs, stocks and bonds. The brochure discloses that the firm also employs options strategies—primarily covered calls—to manage downside risk and seek additional income in client accounts, a use of derivatives in separately managed accounts that the firm notes is uncommon among peers. The firm operates with two advisors and manages roughly $10.9 million for a small client base, and it maintains standing letters of authorization on file for a number of client accounts, arrangements the brochure treats as limited‑custody relationships requiring specific controls. Both advisors are Enrolled Agents and licensed insurance agents and provide ancillary tax services alongside advisory work; the brochure discloses these services are separately billed and may present potential conflicts that are disclosed to clients.

To learn more about the advisors currently working at Two Firs Financial, 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.