AMARA FINANCIAL, LLC
SEC RegisteredPlanning beyond the numbers.
About the firm
Amara Financial, LLC is a privately held high-touch boutique Registered Investment Advisory firm held to a fiduciary standard, the highest standard of care. They are highly experienced, tenured and accessible financial planning professionals whose mission is to be clients' first call for any personal finance questions.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Amara Financial offers comprehensive financial planning including investment management, retirement income planning, insurance assessment, strategic tax planning, estate planning review, employee benefits and equity analysis, social security/Medicare planning, and cash flow and net worth optimization. They also consult and work in conjunction with trusted affiliates including CPAs, attorneys, real estate agents, insurance specialists, and lending professionals.
Who they serve
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 84 | $34M |
| High Net Worth Individuals | 59 | $214M |
| Charitable Organizations | 1 | $1.9M |
9 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
3 advisors in the directory
Regulatory & compliance
Data as of March 7, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. AMARA FINANCIAL, LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.