A complete list of active advisors currently associated with Penn Cove Financial, LLC

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

Penn Cove Financial, LLC serves individuals, couples and small business owners with fee-only financial planning and investment management, offering ongoing comprehensive planning, limited-scope planning projects, and portfolio services. The firm limits its recommendations to common public investments (stocks, bonds, mutual funds, ETFs, annuities, money market funds, CDs, precious metals and real estate) and does not provide advice on futures contracts or private equity. The firm’s investment work emphasizes asset allocation and diversification, using passive indexing for core holdings and selectively supplementing with active strategies; implementations are generally through no-load mutual funds and ETFs. Client accounts are non‑discretionary, reviewed at least quarterly, and planning and portfolio advice are tailored to each client’s time horizon, risk tolerance and stated restrictions. Noteworthy distinctions include offering financial planning at no charge to active-duty military personnel E‑4 and below, a practice less common among independent advisers of this size. The brochure also notes approximately $7.45 million in actual assets under management while reporting regulatory AUM as zero for 2024 due to the firm’s approach to “continuous and regular” management; the principal also maintains an academic teaching role and prior military financial counseling experience, and has a small unrelated residential rental activity.

To learn more about the advisors currently working at Penn Cove 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.