A complete list of active advisors currently associated with AMD Wealth Management LLC

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

AMD Wealth Management provides fee‑only wealth management and financial planning to individuals, including high‑net‑worth clients, offering both ongoing and project‑based planning alongside portfolio management for stocks, bonds, mutual funds, ETFs, and municipal and government securities. Services cover a broad range of planning topics such as retirement projections, tax planning strategies, estate planning, business planning, cash‑flow and insurance reviews. The firm constructs portfolios guided by asset allocation and modern portfolio theory, combining passive and active vehicles and using fundamental analysis while emphasizing tax efficiency and overlap of underlying fund holdings. Clients may engage the adviser on a discretionary or non‑discretionary basis, may impose written restrictions, and the firm recommends an institutional custodian while executing trades on an individual (non‑block) basis. AMD is a recently formed, state‑registered adviser (founded in September 2025) reporting no assets under management as of April 9, 2026, and is led by its founder, who has prior portfolio and advisory experience at larger financial firms. The firm is independent and fee‑only, does not accept commissions or performance‑based fees, does not participate in wrap programs, and relies on an institutional custody platform (Altruist) and a non‑aggregated trading model—features that distinguish it from many peers.

To learn more about the advisors currently working at AMD Wealth Management 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.