FIRESIDE FINANCES, LLC

Overview

Fireside Finances, LLC is a small, individually owned advisory firm organized as a limited liability company that focuses on client-facing financial planning and adviser selection. The firm delivers fee-for-service planning and education — its stated fee structure includes hourly charges and other non-asset-based arrangements — and runs educational seminars and workshops as part of its client outreach. Fireside Finances acts as a capital allocator, sourcing external managers to implement portions of client portfolios rather than operating as a large discretionary asset manager. Investment activity centers on selecting outside advisers and investment managers for clients. The firm is not identified as an active ESG investor and it does not present itself as a pension consultant or related adviser. Because it emphasizes selection of other advisers, expect its investment process to prioritize manager due diligence, alignment of strategy with client objectives, and matching liquidity profiles to client needs.

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Location & Offices