A complete list of active advisors currently associated with Xponify, Inc.

Warmer can help you find a great advisor at Xponify, Inc. or one who fits your needs even better.

Xponify, Inc. provides discretionary portfolio management and financial planning primarily to individuals and high‑net‑worth individuals, preparing a written Investment Policy Statement for each client and managing portfolios composed largely of mutual funds, fixed income securities, equities, ETFs and insurance products, including annuities. The firm reports about $24.4 million in discretionary assets under management across roughly 93 client accounts and offers fixed‑fee financial planning engagements. The firm’s investment approach is grounded in modern portfolio theory and a long‑term trading horizon, with discretionary authority to execute trades and quarterly reviews of client accounts; risk tolerance and objectives are documented in each client’s Investment Policy Statement. Xponify states a policy of fair and equitable allocation of investment opportunities among clients and does not accept performance‑based fees. Notable distinctions in the brochure include that the firm’s principal is a licensed insurance agent who may receive commission compensation for insurance sales, a conflict of interest the firm discloses and manages by informing clients and documenting recommendations. The firm also requires clients to custody assets with a specific custodian (Altruist), does not participate in wrap fee programs, and does not aggregate trades across multiple client accounts, practices that may affect trade execution relative to many peers.

To learn more about the advisors currently working at Xponify, Inc., 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.