Favrile Financial

Overview

Favrile Financial is a small, independent registered investment adviser serving individual and family clients, with a practice that also covers portfolio management for small businesses. The firm charges hourly and fixed fees and delivers comprehensive financial planning alongside discretionary portfolio management. Investment posture is equity-first: portfolios lean heavily on exchange-traded securities (both individual equities and ETFs) as the primary building blocks, with selective use of third‑party mutual funds and hedge fund strategies to supplement core equity exposure. The firm is not positioned as a capital allocator or pension consultant and does not market itself as an active ESG investor. Favrile Financial manages a concentrated client roster, which allows a hands-on advisory model and direct custody relationships rather than multi-state, multi-office distribution.

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Location & Offices