A complete list of active advisors currently associated with Amber Wealth Advisors, LLC

Warmer can help you find a great advisor at Amber Wealth Advisors, LLC or one who fits your needs even better.

Although registered as an investment adviser, the firm does not manage client assets and instead provides fee-only financial planning and educational group coaching to individuals and high-net-worth individuals. Services are offered on both ongoing and project-based terms and may include business planning, cash flow and debt management, retirement and estate planning, insurance and tax-planning coordination, and referrals to third‑party professionals. In developing recommendations, the firm uses a mix of fundamental analysis and principles of modern portfolio theory and may suggest both passive and active investment vehicles and asset allocation strategies as part of a comprehensive plan. Investment advice is delivered as part of the planning engagement rather than through discretionary portfolio management; clients retain responsibility for implementing trades and choosing custodians. Notable departures from peers include the firm’s reliance on hourly and fixed planning fees rather than percentage-of-assets charges and the absence of asset management or custody services despite the firm’s investment-manager classification. The firm is small and recently formed, and its principal maintains full‑time tax employment and retainer tax consulting work, a disclosed outside activity that may affect the time available for advisory services.

To learn more about the advisors currently working at Amber Wealth Advisors, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.