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

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

Versailles Financial provides personalized financial planning and investment management to individuals, trusts, estates, charitable organizations, small businesses, and pension and profit-sharing plans. Services described in the brochure include cash flow and tax planning, retirement and estate planning, insurance reviews, education funding, and investment management. The firm operates on a fee-only basis and does not accept commissions or sell financial products; clients retain custody of assets while the firm places trades under a limited power of attorney. Investment advice is centered on strategic asset allocation using no-load and low-load mutual funds and ETFs, with periodic reviews and the ability for clients to impose investment restrictions; the firm also may deploy trading, options strategies, short sales, and margin when appropriate. What is distinctive is the explicit inclusion of pension and profit-sharing plan clients and pension consulting as a listed client type and service, which is relatively uncommon among small independent advisers. The brochure also discloses an atypical outside business activity—the principal’s ownership of a private ice rink used for training and rentals—alongside stated CFP education standards and a documented compliance program.

To learn more about the advisors currently working at Versailles 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.