Expand Financial, LLC

Overview

Expand Financial, LLC is an independent registered investment adviser that acts as a capital allocator for both individual/family and institutional clients. The firm focuses on discretionary portfolio management and financial planning while also providing pension consulting and the selection of outside managers. Its model relies heavily on pooled public vehicles and third‑party managers rather than direct concentrated equity bets or active ESG-screening — the adviser is not an active ESG investor. Service delivery is multi‑modal: Expand Financial charges traditional asset‑based fees but also uses hourly and fixed fees for planning and consulting engagements. As a capital allocator, the firm builds portfolios using a mix of mutual funds, separately managed accounts, annuity wrappers where appropriate, and allocations to external alternative managers for real estate exposure. The mix suggests a preference for diversified, manager‑driven solutions suited to both taxable individual clients and institutional mandates.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices