A complete list of active advisors currently associated with Watercolor Financial

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

Watercolor Financial provides discretionary investment management, financial planning, and retirement-plan advisory services to individuals, families, high-net-worth clients, trusts, estates and businesses. The firm manages assets on a discretionary basis and reports $234.8 million in AUM across a three-advisor team serving roughly 152 client households. The firm follows a strategic asset-allocation approach using diversified mutual funds and ETFs, with the option to include individual stocks and bonds where appropriate, and applies modern portfolio theory alongside fundamental and cyclical analysis. Portfolios are monitored and rebalanced regularly, can incorporate ESG/SIS preferences when requested, and the firm uses Fidelity custody and Orion reporting while also leveraging Pontera to implement strategies for accounts not held at its recommended custodian (for example 401(k)s, 403(b)s, 529s and variable annuities). Noteworthy features include the firm’s disclosure that it uses endorsements and client testimonials in its advertising, a practice that is uncommon among its supported-firm peers. Watercolor Financial also generally provides financial planning at no additional charge to clients who engage its investment management services and operates with a relatively large AUM for a three-advisor firm, while offering ERISA 3(38) services for retirement-plan sponsors.

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