A complete list of active advisors currently associated with Reliance Financial Advisors

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

Reliance Financial Advisors is a small advisory firm that delivers tailored financial planning services to individuals, trusts, and, on occasion, non-profit organizations and businesses. Its planning scope, as described in the brochure, includes income tax and cash flow planning, investment and portfolio planning, retirement and estate planning, business planning, and insurance analyses. The firm provides bespoke, generally non‑discretionary advice through one‑off or fixed engagements and bills clients on an hourly or negotiated fixed‑fee basis; ongoing account management and custody of client assets are not part of its standard service model. For implementation of securities recommendations the firm’s advisers operate as registered representatives of a broker‑dealer and direct clients to that platform for execution, a relationship the brochure discloses can create potential conflicts of interest. Reliance combines financial planning with ancillary practices that are uncommon for firms in its category: its principals are licensed as broker‑dealer representatives and insurance agents, and the owner maintains an active CPA tax preparation practice and related tax planning services. The firm does not charge percentage‑of‑AUM or performance‑based fees, and its disclosure also notes a material, disclosed compensation arrangement tied to the acquiring broker‑dealer that may influence platform recommendations.

To learn more about the advisors currently working at Reliance Financial Advisors, 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.