Onward Fi, LLC

Overview

Onward Fi, LLC is an independent, fee-based registered investment adviser that focuses on financial planning and portfolio management for individuals and small businesses. The firm allocates client capital primarily to publicly traded equities, favoring exchange-traded instruments for core equity exposure. Its practice is built around discretionary portfolio management—managing client accounts on a percentage-of-AUM basis—and it does not position itself as an active ESG investor or pension consultant. The firm’s investment posture emphasizes simplicity and liquid markets, using exchange-traded equities and mutual funds as the main building blocks for client portfolios rather than allocators to third‑party alternative fund managers.

Assets & Accounts

Public Holdings

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Location & Offices