A complete list of active advisors currently associated with URS Advisory

Warmer can help you find a great advisor at URS Advisory or one who fits your needs even better.

URS Advisory serves individual and high‑net‑worth clients with discretionary portfolio management and comprehensive financial planning, including special‑needs planning. The firm operates on a fee‑based model and, while the advisory entity does not sell insurance, its principals offer insurance products through an affiliated insurance business and disclose those relationships. Investment programs are tailored to each client’s goals, time horizon, and risk tolerance and may incorporate asset allocation, fundamental, technical and cyclical analysis; the firm provides ongoing discretionary trading and quarterly account reviews. URS may engage third‑party sub‑advisors to manage portions of client portfolios and documents client objectives and any imposed investment restrictions. Noteworthy features include the affiliation with an insurance brokerage—its principals dedicate a substantial portion of their time to that affiliated practice and disclose the resulting conflicts and mitigation procedures. The firm also combines analytical tools such as Monte Carlo and guardrail stress testing with a two‑tier planning structure and manages over $200 million of client assets with a small advisor team.

To learn more about the advisors currently working at URS Advisory, 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.

You can also browse URS Advisory's office locations.