A complete list of active advisors currently associated with Virtus Financial Partners

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

Virtus Financial Partners provides portfolio management, investment analysis, and financial planning to individuals, high‑net‑worth clients, and small businesses, and also offers qualified retirement plan consulting to plan sponsors. Like many peers, the firm delivers discretionary portfolio management and operates on an asset‑based advisory model while clients retain custody of their assets. The firm integrates quantitative, fundamental, technical, cyclical and economic analysis to inform model portfolios and strategic asset allocation, and it may hire third‑party managers (TPMs) under its discretion to implement selected strategies. VFP also uses an order management service (Pontera) to implement rebalancing and allocation for assets not held in its custody—such as employer‑sponsored retirement plans and HSAs—and conducts regular reviews of portfolio performance and exposures. Noteworthy operational features include a relatively high client load—about 600 clients across three advisors—which results in an unusually large client count per advisor, and the firm’s provision of educational seminars, participant enrollment meetings, and a lower‑cost program targeted to recent college graduates. The brochure also discloses that some representatives are licensed insurance agents and that the firm receives referral fees from certain banks and student‑loan vendors; these outside activities and potential conflicts are addressed through disclosures and the firm’s Code of Ethics.

To learn more about the advisors currently working at Virtus Financial Partners, 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.