NEW ERA ADVISORY

Overview

New Era Advisory is a small, independent registered investment adviser organized as a limited liability company and owned by an individual. The firm focuses on planning and portfolio management for individuals and small businesses, and it runs educational seminars and workshops as part of its client service mix. Its advisory model favors advisory relationships built around fee-based planning and asset management rather than delegated capital allocation—the firm is not positioned as a capital allocator. Investment activity centers on pooled public funds and mutual funds as primary building blocks for client portfolios. New Era Advisory does not identify as an active ESG investor and operates within a single-state footprint rather than as a multi-state adviser. Services are delivered under a mix of percentage-of-AUM and fixed-fee arrangements, with an emphasis on tailored planning and non-discretionary portfolio oversight.

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Location & Offices