A complete list of active advisors currently associated with Godfrey Financial Associates, Inc.

Warmer can help you find a great advisor at Godfrey Financial Associates, Inc. or one who fits your needs even better.

Godfrey Financial Associates serves individuals (including high-net-worth clients), as well as corporations and other business entities. The firm provides discretionary investment management and financial planning/consulting, and also offers standalone financial planning engagements that it has recently revised. The firm builds tailored asset allocations aligned with each client’s objectives, typically using mutual funds, exchange-traded funds, corporate and government debt, and may rebalance and monitor client accounts on an ongoing basis. Its investment analysis draws on a mix of fundamental, technical, charting and cyclical methods, and the firm treats cash positions as an asset class that is included in portfolio monitoring and AUM calculations. Noteworthy distinctions include that some of the firm’s representatives are licensed insurance agents who may recommend commission-based insurance products in their separate capacities, a disclosed potential conflict of interest. As a three-advisor practice managing roughly $183 million, the firm also uses Dimensional Fund Advisors (DFA) funds—vehicles available only through approved advisers—which can affect portability if a client moves to an adviser not approved by DFA, and the firm has recently adjusted its standalone planning offering.

To learn more about the advisors currently working at Godfrey Financial Associates, Inc., 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.