A complete list of active advisors currently associated with White Turf Financial LLC.

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

The firm serves individual clients, including high‑net‑worth individuals, by providing tailored portfolio management and both project‑based and ongoing financial planning; tax preparation is also offered separately by the firm’s principal. It charges advisory fees based on assets under management and manages individually constructed portfolios for a small client base (about two dozen households) with roughly $17.7 million in AUM. Investment management is principally non‑discretionary, meaning the firm requires client authorization before making trades, and it primarily uses passive strategies built from index mutual funds and ETFs while also employing fundamental and cyclical analysis when appropriate. Clients can impose reasonable investment restrictions and may engage the firm for subscription‑style ongoing planning or standalone project plans. Noteworthy aspects include the firm’s small scale and its predominance of non‑discretionary assets—a setup that is uncommon among similar independent advisers—and the principal’s combination of credentials (including CFP and CPA designations) alongside the separate offering of tax preparation services. The firm also relies on specific custodial platforms (Betterment and Schwab), does not aggregate trades across clients, and maintains policies (and disclosures) to address related conflicts of interest.

To learn more about the advisors currently working at White Turf 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.