Wayne Firebaugh, Inc.

WayneFirebaugh, Inc. serves individuals (including high‑net‑worth clients), retirement plans, trusts, estates and other entities, offering discretionary and non‑discretionary portfolio management, modular financial planning, selection of third‑party money managers, and retirement plan advisory services. The firm primarily recommends mutual funds and exchange‑traded funds and tailors portfolios to each client's objectives, risk tolerance, and liquidity needs.

The adviser builds customized or model‑based portfolios, uses fundamental analysis along with long‑ and short‑term strategies as appropriate, and monitors accounts on a continuous basis with periodic rebalancing. Financial planning is delivered in a modular, consultative manner (often supported by planning software), and the firm will recommend and oversee third‑party managers such as Orion Portfolio Solutions and Matson Money when suitable.

Compared with peers, the firm is a solo advisory practice managing roughly 195 client accounts and about $90 million in reported assets, reflecting a higher client load per advisor than is typical for supported firms. It also engages in less common activities for its peer group: it is a licensed insurance consultant, participates in fee‑sharing arrangements with third‑party managers, and is affiliated with Canvilytics LLC, a provider of tax‑forecasting software.