JOSEPH M. SEBO, CFP INC.

Overview

Joseph M. Sebo, Cfp Inc. is a small, owner-operated advisory corporation focused on serving individuals and families. The firm runs a percentage-of-AUM fee model and provides discretionary portfolio management for individuals/small businesses and for businesses or institutions, and it also performs selection of other advisers when appropriate. Investment activity is centered on liquid, exchange-traded exposures with an explicit preference for equities; the firm acts as a capital allocator, drawing on third-party managers for specialized strategies. The practice is not positioned as an active ESG investor and is not registered as a multi-state adviser. Given its scale and advisory activities, the firm appears to emphasize customized portfolio construction and the use of external managers for non-core allocations rather than running large in-house alternative programs.

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Location & Offices