A complete list of active advisors currently associated with Noteworthy Financial LLC

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

Noteworthy Financial, LLC is a small, fee-only advisory firm that provides comprehensive ongoing financial planning, project-based planning, and hourly consulting to individuals and families, high-net-worth households, charitable organizations, and businesses. The firm offers written financial plans, periodic reviews, and implementation recommendations rather than acting as an asset manager. In working with clients the firm follows a goal-based planning process that emphasizes detailed data gathering, a written plan, and ongoing monitoring with follow-up communications and annual reviews. Investment recommendations provided as part of planning generally favor passive, diversified allocations using mutual funds and ETFs and reflect modern portfolio theory principles such as diversification and low turnover. What distinguishes Noteworthy Financial from many peers is that it does not manage client assets, does not accept custody or exercise trading discretion, and is compensated through hourly, project, and subscription billing rather than by a percentage of assets under management — a billing approach that is uncommon for firms in the investment-manager category. The practice is led by a single CFP®-credentialed principal, is newly registered, and positions clients to implement recommended strategies through custodians of their choosing.

To learn more about the advisors currently working at Noteworthy Financial 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.