A complete list of active advisors currently associated with Worthen Financial Advisors

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

Worthen Financial Advisors provides investment management, ongoing financial planning, and retirement‑plan advisory services to individuals, high‑net‑worth clients, trusts, small businesses, and qualified retirement plans. The firm offers both discretionary and non‑discretionary portfolio management and a subscription‑based membership site and app for ongoing planning and advice. The firm’s investment approach emphasizes passive, evidence‑based asset‑class investing implemented primarily through mutual funds, ETFs, and model portfolios, using tools such as Monte Carlo analysis to align allocations with client goals. Worthen routinely uses third‑party sub‑advisers and digital platforms — including Focus Partners Advisor Solutions, Betterment for Advisors, American Funds, and access to AQR SMA strategies and fixed‑income managers — to implement, rebalance, and monitor client accounts. Noteworthy features for a solo independent adviser include an affiliated insurance agency under common control and continuing insurance‑agency activities by the firm’s owners, with disclosed referral arrangements and separate compensation for insurance services. The firm also reports nearly all of its reported assets (about $47.9 million) as managed on a non‑discretionary basis and distributes periodic digital communications via its subscription platform and custodian emails — practices that are less common among similarly sized independent firms.

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