Momentum Financial And Insurance Services LLC

Overview

Momentum Financial And Insurance Services LLC is an independent registered investment adviser operating as a limited liability company that combines financial planning, portfolio management for individuals and small businesses, and insurance brokerage. The firm serves both individual & family and select institutional clients, charging a mix of percentage-of-AUM fees and fixed fees. As a capital allocator, Momentum selects and oversees third‑party managers rather than relying exclusively on in‑house fund management; its advisory services explicitly include selection of other advisers and educational workshops, indicating an emphasis on tailored, advisor‑directed solutions. Investment preferences skew toward traditional pooled products and manager‑run solutions with discrete allocations to real estate through external managers. The firm does not position itself as an active ESG investor and is not organized as a multi‑state adviser. Given its insurance brokerage activity, insurance‑based solutions are a meaningful part of the toolkit the firm uses alongside investment accounts and third‑party vehicles.

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Investments & Alternatives

Location & Offices