A complete list of active advisors currently associated with Unleashed Financial LLC

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

Unleashed Financial serves individual and high‑net‑worth clients with ongoing wealth management, financial planning, and discretionary portfolio management. The firm also recommends and helps place clients with third‑party managers and algorithmic investment platforms, and provides periodic written financial plans and reviews. The firm’s investment approach emphasizes passive portfolio construction and diversification across asset classes and investment styles, with strategic and occasional tactical allocation decisions informed by fundamental and technical analysis. It also integrates algorithmic/robo‑advisor portfolios and, notably, employs options and other derivatives (including covered‑call strategies) within separately managed accounts, disclosing the specific risks and monitoring associated with those instruments. What distinguishes the firm from many solo independent advisers is the combination of low‑cost, passive ETF-based construction and the use of third‑party algorithmic managers alongside derivative overlays in client accounts — an approach that blends automated portfolio management with active risk‑management tools. The firm’s client engagements begin with detailed documentation and ongoing monitoring, and it accepts written client restrictions on investments when appropriate.

To learn more about the advisors currently working at Unleashed Financial 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.