A complete list of active advisors currently associated with Ventoux Financial Advisors, LLC

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

Ventoux Financial Advisors, LLC is a single‑advisor independent registered investment adviser that provides written financial planning and ongoing portfolio management to individuals, high‑net‑worth clients, trusts, estates, pension and profit‑sharing plans, and other U.S. entities. The firm delivers written financial plans following in‑depth client interviews and manages roughly $68 million in client assets across discretionary and non‑discretionary accounts for about 55 clients. The firm’s investment process combines fundamental and technical analysis with cyclical/seasonal and event‑driven considerations, volume‑flow analysis, back‑testing and risk‑management tools, and advisers typically manage accounts on a discretionary basis guided by client investment policy statements. Investment strategies may include long‑ and short‑term positions, use of options for hedging, and allocations across ETFs, mutual funds, annuities, municipal and corporate debt, and alternative investments, with periodic account reviews. A distinctive feature of the firm is that the principal maintains active insurance licenses and engages in insurance sales as part of the business, implementing and receiving commissions for life, disability, long‑term care and annuity products (insurance activity is reported as taking about ten hours per month), a practice that is less common among independent RIAs. It is also notable for a solo‑practitioner office to combine written financial planning services with continuous discretionary portfolio management while using third‑party custodial/execution platforms and block trading procedures for trade allocation.

To learn more about the advisors currently working at Ventoux Financial Advisors, 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.