FORWARD FINANCIAL ADVISORS LLC

Overview

Forward Financial Advisors LLC is a small, privately held advisory firm organized as a limited liability company and owned by an individual. The firm operates primarily as a capital allocator and a selector of third‑party managers rather than as a single, in‑house portfolio manager. Its stated advisory activity is the selection of other advisers, which implies clients receive access to externally managed strategies and pooled vehicles rather than exclusively firm‑managed portfolios. The firm does not position itself as an active ESG investor and is not registered as a multi‑state adviser. Its fee approach is listed as “other,” indicating fee arrangements that may include retainer, project, or hybrid structures rather than a standard assets‑under‑management percentage. Forward Financial Advisors maintains an industry affiliation with accounting professionals, suggesting close coordination with tax and accounting advisors as part of client service and investment selection.

Assets & Accounts

Investments & Alternatives

Location & Offices