A complete list of active advisors currently associated with Financial Telesis Company

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

Financial Telesis Company provides fiduciary investment management services to individuals as well as business retirement plans, trusts, estates, charitable organizations, endowments and small businesses. The firm has been a registered investment adviser since 1998 and offers portfolio development, discretionary management and ongoing reporting. The firm’s investment approach relies on proprietary mathematical models to detect short-, medium- and long-term price trends and explicitly rejects a buy-and-hold philosophy, emphasizing capital preservation and increasing cash positions when valuation and trend criteria are not met. Portfolios have historically held very high cash allocations at times (reported in the brochure as 90–100%), and the firm conducts continuous monitoring and periodic rebalancing with custodial reporting provided by an independent custodian. What is noteworthy relative to peers is the client mix: the adviser serves pension and profit-sharing plans, charitable organizations and small businesses—client types that are uncommon for similarly sized solo independent firms—while managing about $22.2 million across client accounts on a discretionary basis as of December 31, 2025. The firm also combines asset-based management with fee-for-service hourly consulting and performs account reviews at least weekly, often daily.

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