SUPPORTIVE FINANCIAL, LLC

Overview

Supportive Financial, LLC is a small, individual-owned advisory and broker-dealer operation that combines transactional broker-dealer and insurance services with fee-based financial planning and education. The firm charges fixed fees and hourly fees for advisory work and runs educational seminars and workshops as part of its client offering. It does not identify itself as an active ESG investor, is not a multi-state adviser, and does not describe itself as a capital allocator or pension consultant. Investment activity centers on packaged investment products and client-directed planning rather than running an in-house alternative asset allocation program. The business mix—broker-dealer representation and insurance brokerage alongside planning—suggests client relationships that often incorporate insurance solutions and third‑party mutual fund investments rather than proprietary asset management across complex alternatives. The firm is not classified into a specific RIA category and reports a modest asset base concentrated in discretionary accounts.

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Location & Offices