A complete list of active advisors currently associated with U.S.A. Financial & Tax Services, LLC

Warmer can help you find a great advisor at U.S.A. Financial & Tax Services, LLC or one who fits your needs even better.

U.S.A. Financial & Tax Services, LLC provides discretionary asset management and related financial consulting to individuals (including high-net-worth clients), trusts, estates and business entities. The firm offers ongoing portfolio management and supplemental financial planning topics—such as retirement, tax, and succession planning—at no additional charge to managed clients. The firm constructs investment programs based on each client’s objectives and risk tolerance and uses a mix of fundamental, technical, charting and cyclical analysis in portfolio decision-making. For implementation it frequently uses a unified managed account (UMA) platform with an overlay manager and third‑party model portfolio advisors, and conducts quarterly reviews that consider rebalancing and tax-loss harvesting opportunities. U.S.A. Financial & Tax Services manages roughly 660 client accounts with a three-advisor team, an unusually high client-to-advisor ratio compared with peers and a feature prospective clients may want to weigh when assessing expected service levels. The firm began providing advisory services relatively recently (2021), discloses a part‑time affiliated insurance practice (under 10% of advisor time) as a potential conflict of interest, and generally does not vote client proxies (clients receive and vote their own proxy materials).

To learn more about the advisors currently working at U.S.A. Financial & Tax Services, 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.