Financial Counsel, LLC

Overview

Financial Counsel, LLC is an independent registered investment advisor that serves individual and family clients with a mix of portfolio management and financial planning. The firm operates under an owner-managed structure and runs fee-based advisory programs that include percentage-of-AUM billing along with hourly and fixed-fee engagements. Its advisory activity centers on discretionary portfolio management for individuals and small businesses alongside comprehensive planning work. Investmently, the firm tilts toward pooled public vehicles — primarily mutual funds and other public funds — for core equity and fixed income exposure, while maintaining the flexibility to place assets with third-party alternative managers for specific real-asset exposure. Financial Counsel, LLC is not positioned as a multi-state or institutional pension consultant and does not identify as an active ESG investor.

Assets & Accounts

Investments & Alternatives

Location & Offices