A complete list of active advisors currently associated with Apforia

Warmer can help you find a great advisor at Apforia or one who fits your needs even better.

Apforia provides investment management and financial planning to individual and high-net-worth clients, and also offers employee benefit plan services and project- or hourly-based planning engagements. The firm’s client base notably includes banking or thrift institution clients, a client type that is uncommon among comparable team firms. The firm’s investment process centers on building a client profile to set asset allocation and goals, applying principles such as Modern Portfolio Theory with strategic and occasional tactical allocation adjustments. Portfolios are typically built from mutual funds, ETFs, equities, and fixed income, may be managed passively or actively, and the firm may use third‑party (outside) managers and discretionary authority to implement client strategies. Structurally, many advisers operate as separate Tenant Firms that market under different names and logos, and the adviser has formed an affiliated service group with two Tenant Firms due to common ownership, an organizational arrangement that differs from many peers. Apforia also routinely requires custody at its recommended custodians (including Charles Schwab and Altruist), participates in custodian research/soft‑dollar programs, and provides educational seminars and workshops on topics such as retirement plan education and military‑spouse planning — offerings that are less common among similar team firms.

To learn more about the advisors currently working at Apforia, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.