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.

Two Firs Financial 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, one‑time financial plans, ongoing planning for investment clients with at least $250,000 under management, and ad‑hoc consulting. The firm does not require a minimum account value to open an account. The firm’s investment approach relies on asset allocation informed by Modern Portfolio Theory while tailoring portfolios to each client’s goals, risk tolerance, liquidity needs and time horizon, typically using mutual funds, ETFs, stocks and bonds. It also employs options strategies — primarily covered calls — within client accounts as a tool to manage downside risk and seek additional income, and manages client assets on a discretionary basis. Distinctive features include the integration of tax‑related services into the advisory offering: both of the firm’s investment adviser representatives are Enrolled Agents and the firm provides tax preparation, bookkeeping and payroll services in addition to advisory work. Two Firs is a small, concentrated practice — two advisors serving about 20 clients with roughly $19 million in discretionary assets — and maintains standing letters of authorization on many client accounts for fee deduction and limited disbursement authority.

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.