Autumn Financial Advisors, LLC

Autumn Financial Advisors is a two-advisor state-registered investment adviser that serves individual and high-net-worth clients through a primary offering that combines comprehensive ongoing financial planning with discretionary investment management. The firm also offers limited-scope, project-based financial planning and, at its discretion, standalone investment management for clients who decline planning services.

Investment approach emphasizes strategic asset allocation with the ability to implement tactical deviations; the firm blends passive and active fund exposures and employs quantitative, cyclical, and technical analysis, including proprietary empirical simulations, to inform portfolio construction. Portfolios are tailored to client objectives, risk tolerances, and investment policy statements, and are generally managed on a discretionary basis through a preferred custodian.

Noteworthy aspects include a relatively small client roster and two-advisor structure paired with a mix of planning and advanced quantitative investment expertise uncommon for a firm of this size — the advisory team holds CFP, CFA, FRM, and CAIA credentials and highlights internally developed quantitative strategies. The firm does not accept custody of client assets except for fee debits, generally limits management to accounts held at its preferred custodian, and does not vote client proxies.