A complete list of active advisors currently associated with Viable

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

Viable provides financial planning, investment advisory, insurance consultancy and retirement plan advisory services to individuals, families, businesses, trusts and charitable organizations. The firm generally manages accounts on a discretionary basis and asks clients to execute a Limited Power of Attorney and an Investment Advisory Agreement, with a stated account minimum of $1,000,000 (waivable at the firm’s discretion). The firm follows a goal‑based investment process with an emphasis on behavioral finance and asset allocation, using a top‑down macroeconomic approach that can introduce modest tactical tilts to target allocations. Portfolios are implemented primarily through Exchange Traded Funds for cost, liquidity and tax efficiency, although Viable will hold or recommend mutual funds, equities, bonds, individual securities or tax‑sensitive strategies in specific situations. Viable’s brochure discloses that certain professionals are registered representatives of a FINRA‑member broker‑dealer and are separately licensed insurance agents, enabling the firm to offer brokerage and insurance products for which those professionals may receive commissions; the firm notes these relationships and describes disclosure and code‑of‑ethics measures to address the resulting conflicts. The firm also advises on a material amount of non‑managed assets in addition to its discretionary assets under management, indicating a mix of managed and advisory‑only client relationships.

To learn more about the advisors currently working at Viable, 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.