THE FINANCIAL ADVISORS

Overview

The Financial Advisors is a small, owner-led corporate RIA that focuses on portfolio management for individuals and small businesses while also serving some institutional clients. Its advisory model combines a traditional percentage-of-assets fee with the capacity to negotiate performance-based fees, which suggests an appetite for customized mandates or alternative fee arrangements for specific accounts. The firm’s stated investment preference is equities, and filings show a meaningful tilt toward non-exchange-traded equity positions alongside conventional mutual fund exposure. Industry affiliations include accounting and real estate brokerage, which appear to support both investment due diligence and access to real estate opportunities.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices