Raise Financial Advisors LLC

Raise Financial Advisors, LLC is a state-registered independent adviser that reports about $18.1 million in primarily non-discretionary client assets. The firm provides individually tailored investment management on a non-discretionary basis and a range of financial planning services, including ongoing comprehensive planning, project-based engagements, hourly work, and a ninety-minute advisory session for short-term questions.

The firm’s investment process is grounded in modern portfolio theory and primarily uses passive index funds, while incorporating macroeconomic, fundamental, and technical analysis as inputs; it can also apply social/ESG screens at a client’s request. Because the majority of assets are managed non-discretionarily, the adviser constructs client-specific investment policy statements and seeks client approval before implementing trades, reflecting a collaborative decision-making approach.

Compared with many peers, the firm’s client mix includes charitable organizations and explicit philanthropic planning services, a focus that aligns with the principal’s nonprofit and grant-writing background. The brochure also documents specific custody and standing letter-of-instruction procedures for client-directed transfers, and it integrates a structured planning calendar with on-demand planning sessions as part of its service offering.