A complete list of active advisors currently associated with CIMA Financial

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

The firm provides fee-only investment management and financial planning services to individuals, high‑net‑worth clients, and business owners. Services include discretionary portfolio management, ongoing and project‑based financial planning, and advice on common securities (stocks, bonds, mutual funds, ETFs, municipal securities and cash), as well as guidance on real‑estate holdings. The firm’s investment approach is grounded in modern portfolio theory and emphasizes strategic asset allocation using a mix of passive and active investments; it may subscribe to model portfolios and engage outside managers to implement strategies. Financial planning work covers business planning, retirement and distribution strategies, tax and risk management, and ongoing plan monitoring, with the adviser retaining discretion for portfolio transactions as agreed with clients. What distinguishes the firm from many peers is the principal’s combination of business‑exit planning expertise (CEPA designation) and ongoing outside business activities in business advisory and property ownership, which informs the firm’s services for business owners and clients with rental or short‑term rental interests; the principal also maintains an active insurance license but does not sell insurance products through the advisory business. The firm is recently registered and, at the brochure date, reported no assets under management, which may be relevant for prospective clients considering track record and custodian/platform relationships.

To learn more about the advisors currently working at CIMA Financial, 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.