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- Custodian
- Altruist
- Clients
- Retail
- Platforms
- MomentumOptima +more
- Established Date
- 06-03-2005
- Office Locations
- 1
Office Locations
About Forever Financial Advisors, LLC
Forever Financial Advisors is a fee-only RIA providing comprehensive financial planning and investment management for individuals and small business owners, including complex needs like multigenerational, divorce, special-needs, and executive/self-employed planning, plus charitable and socially responsible investing. Portfolios are implemented largely with public funds and ETFs. Led by CFP® and Certified Financial Therapist Annie McQuilken, the firm is commission-free with offices in Rochester, Boston, and Keuka Lake.
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Owner & Executives
ANNIE CATHERINE MCQUILKEN
Chief Compliance Officer, Financial Advisor, General Partner, President
- CRD
- #4920902
- Ownership
- 75% or more
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $64,145,255 | $294,244 |
| Non-Discretionary | $8,059,025 | $161,181 |
| Total | $72,204,280 | $269,419 |
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Separately Managed Accounts
Total SMA Asset: $72,204,280
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $367,559,886 | 7.2% |
| Cash | $1,143,519,644 | 22.4% |
| Private Funds | $964,844,700 | 18.9% |
| Equity - Exchange | $1,337,509,584 | 26.2% |
| Other | $1,291,564,598 | 25.3% |
| Total | $5,104,998,412 | 100.0% |