Critical Mass Financial, LLC

Overview

Critical Mass Financial, LLC is an independent registered investment adviser organized as an LLC and operated by an individual owner. The firm focuses on financial planning and portfolio management for individuals, families and small businesses. Its advisory mandate is delivered primarily through non‑discretionary relationships and fee arrangements that combine percentage of AUM and fixed fees. Investment activity is concentrated in publicly traded securities, with a clear preference for exchange‑traded equities and ETF exposures as the primary building blocks of client portfolios. The firm does not position itself as an active ESG investor, and it does not report activity as a multi‑state or pension consultant adviser. An industry affiliation with an insurance company indicates the firm may integrate insurance solutions into client planning and wealth transfer strategies.

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Location & Offices