A complete list of active advisors currently associated with Sunburst Financial Management LLC

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

The firm provides investment advisory services to individuals, small business owners, high-net-worth individuals, trusts and estates. It offers discretionary investment management, retirement-account advice as a fiduciary when applicable, and standalone investment consulting engagements on an hourly or fixed-fee basis. Portfolios are customized and typically constructed using exchange-traded funds, individual stocks and closed-end funds, with mutual funds, bonds and REITs used as appropriate; the adviser generally emphasizes a long-term orientation but may trade shorter-term to meet client objectives or market conditions. Investment decisions draw on both fundamental and technical analysis, and the firm recommends an institutional custodian while participating in that custodian’s advisor services platform for operational and research support. The firm is newly registered and, at the time of the brochure, had not reported client accounts or assets under management. Notable disclosures include that a principal maintains an active insurance practice (commission-based, about 10% of time) and participates in local political activity (about 5% of time); the firm permits personal trading in securities also held by clients and generally executes trades on an account-by-account basis, with a Code of Ethics and written procedures intended to mitigate related conflicts.

To learn more about the advisors currently working at Sunburst Financial Management 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.