DIRECTION FINANCIAL MANAGEMENT, LLC

Overview

Direction Financial Management, LLC is an independent registered investment adviser organized as a limited liability company with an individual owner. The firm focuses on serving individuals and families through financial planning and adviser selection, and it runs educational seminars and workshops as part of its client offering. Fee arrangements are hourly or fixed-fee rather than percentage-based advisory fees, which signals a planning-first engagement model rather than a traditional asset-management fee model. The firm identifies itself as a capital allocator and provides selection-of-other-advisers services, which means it places emphasis on assembling external managers and solutions for clients rather than building large in-house proprietary platforms. Direction Financial Management is not an active ESG investor and is not registered as a multistate adviser.

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