FORWARD FINANCIAL LLC

Overview

Forward Financial LLC is an independent RIA focused on serving individual and family clients with advisory services that blend financial planning and discretionary portfolio management. The firm operates as a capital allocator and provides selection of other advisers alongside pension consulting for small businesses, indicating a consultative, multi-advice delivery model rather than a single-product approach. Fee arrangements include percentage-of-AUM billing, fixed fees and other fee structures, giving flexibility to match client needs. Investment activity centers on public pooled vehicles as the primary implementation tool, supplemented by targeted allocations to third-party alternative managers—most notably real estate. The firm is not an active ESG investor. Custody and execution are routed through Charles Schwab, which holds the firm’s reported assets.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices