Momentum Financial And Insurance Services LLC

Overview

Momentum Financial And Insurance Services LLC is an independent, owner-operated registered investment adviser organized as an LLC. The firm combines traditional advisory services with insurance brokerage, positioning itself as a hybrid practice that provides financial planning, portfolio management for individuals and small businesses, and the selection of outside managers. It also runs educational seminars and workshops for clients. Compensation comes through both percentage-of-assets and fixed-fee arrangements. Momentum describes itself as a capital allocator, directing client capital to third-party managers as part of its blended advisory model. The firm serves both individual and family clients as well as institutional accounts. It is not an active ESG investor and is not identified as a multi-state adviser. Pension consulting and related-adviser relationships are not indicated in available filings.

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Location & Offices