A complete list of active advisors currently associated with Infinity Financial Strategies, LLC
Warmer can help you find a great advisor at Infinity Financial Strategies, LLC or one who fits your needs even better.
Infinity Financial Strategies serves individuals (including high‑net‑worth clients) as well as corporations and other businesses, offering discretionary investment management, wealth and comprehensive financial planning, retirement plan consulting, tax preparation, bookkeeping, and estate‑planning assistance. The firm provides continuous advice and ongoing supervision of client portfolios and will also monitor and rebalance “held‑away” accounts through a third‑party connectivity platform. The firm constructs individualized investment policies and asset‑allocation targets and uses a combination of fundamental, technical, cyclical and charting analysis, with the option to implement passive index‑based funds alongside active strategies. It typically operates on a discretionary basis, conducts regular (quarterly) account reviews, and integrates written financial plans and ongoing monitoring into client relationships. Noteworthy for a solo independent adviser, Infinity offers services aimed at businesses and plan sponsors — including retirement plan design and monitoring with the ability to serve in fiduciary roles (3(21)/3(38)) — and provides ancillary services such as bookkeeping for business owners and tax‑preparation support for qualifying clients. The firm also conducts educational seminars and speaking engagements and uses third‑party technologies (Pontera for held‑away account management and an estate‑planning document provider) to support client reporting and estate‑planning delivery, and it includes held‑away account values when calculating advisory fees.
To learn more about the advisors currently working at Infinity Financial Strategies, LLC, 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 |
|---|---|---|
North Granby, CT
| 11
|
Not sure where to start?
We'll help you think it through — whether you ultimately need an advisor or not.
Warmer helps you compare advisors clearly — so you can choose with confidence.
Compare top advisor firms by metric, firm size, and location.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")