Directional Financial Services

Overview

Directional Financial Services is a small, independent registered investment adviser organized as an LLC and registered with the SEC since 2014. The firm focuses on work with individual and family clients, providing financial planning and portfolio management for individuals and small businesses. Its billing includes asset-based fees alongside hourly and fixed-fee arrangements. The firm reports it is not an active ESG investor and lists a related-adviser relationship on its regulatory filing. Industry affiliations disclosed include connections with another investment adviser, a law firm, an insurance company, and a real estate broker. Directional is identified as not being a capital allocator.

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Location & Offices