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.

White Turf Financial serves individual and high‑net‑worth clients with portfolio management and both project‑based and ongoing financial planning. The firm reports approximately $17,705,647 in non‑discretionary assets under management for about 24 clients and reports no discretionary AUM. The firm principally constructs passively managed portfolios using index mutual funds and exchange‑traded funds, while also describing the use of fundamental and cyclical analysis in its investment process. Portfolio management is delivered through individually tailored plans and, because most accounts are non‑discretionary, the firm generally obtains client approval prior to executing transactions and may implement strategies through custodial platforms such as Betterment Advisor Solutions or Schwab. Noteworthy distinctions include the firm’s unusually high proportion of non‑discretionary AUM compared with peers, a policy of not aggregating or block trading client orders, and a requirement that clients use a specific custodian. The firm’s principal is also a licensed accountant who offers separate tax preparation services under a distinct engagement, a relationship the brochure identifies as a potential conflict of interest that the firm says it will address through disclosure and client choice.

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.