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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Pioneer pathway
- Established Date
- 10-21-2014
- Office Locations
- 1
Office Locations
About Forness Financial LLC
Forness Financial is a family-owned, independent, fee-only RIA in Needham, MA, serving retirees and those nearing retirement with customized portfolio management plus retirement, tax, estate, and elder-care planning. Portfolios are built with no-load institutional mutual funds and ETFs to maintain liquidity and flexibility, under a fiduciary standard. Boutique team (3 advisors, 75+ years combined) currently takes new clients with $500k+ investable assets.
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Owner & Executives
NORMAN ANTHONY FORNESS
MANAGING PRINCIPAL, Private Wealth Advisor
- CRD
- #2950592
- Ownership
- 50% but less than 75%
RYAN CHARLES FORNESS
Chief Compliance Officer, Financial Advisor, General Partner, MANAGING PRINCIPAL
- CRD
- #3188939
- Ownership
- 50% but less than 75%
Showing 2 of 2 owners & executives
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KIMBERLY SOROKO FORNESS
Private Wealth Advisor
- CRD
- #4055782
Showing 1 of 3 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $202,756,809 | $298,172 |
| Non-Discretionary | $0 | -- |
| Total | $202,756,809 | $298,172 |
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Separately Managed Accounts
Total SMA Asset: $202,756,809
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,225,123,102 | 20.1% |
| Equity - Exchange | $1,139,791,145 | 18.7% |
| Cash | $1,633,497,470 | 26.8% |
| Corporate - Investment Grade | $2,096,728,095 | 34.4% |
| Total | $6,095,139,812 | 100.0% |