A complete list of active advisors currently associated with Candlelight Financial Solutions
Warmer can help you find a great advisor at Candlelight Financial Solutions or one who fits your needs even better.
Candlelight Financial Solutions is a newly formed registered investment adviser that provides ongoing portfolio management and financial planning to a broad set of client types, including individuals, high‑net‑worth individuals, pension and profit‑sharing plans, corporations, and municipal entities. The firm typically charges asset‑based advisory fees for portfolio management and states it imposes no account minimum. The firm establishes an Investment Policy Statement for each client, seeks discretionary authority to implement strategies consistent with clients’ goals and risk tolerances, and applies fundamental analysis and modern portfolio theory across long‑term, margin, and options strategies. CFS may also refer portions of client assets to third‑party advisers after conducting due diligence and provides regular custodial account reporting. Distinctive features disclosed in the brochure include an ownership and operational affiliation with an insurance practice (Income & Estate Planning Partners, P.A.), and supervised personnel who are licensed insurance agents and may receive commissions for insurance product sales, a conflict the firm says it will disclose and manage. CFS also publishes a free monthly newsletter—an offering relatively uncommon among peers—and its March 2026 brochure reflects that the firm is newly formed with no assets under management or client accounts at that time.
To learn more about the advisors currently working at Candlelight Financial Solutions, 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.
Name |
Location |
Years of experience |
|---|---|---|
Lincoln University, PA
| 26
| |
Lincoln University, PA
| 2
|
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