A complete list of active advisors currently associated with Cobblestone Wealth Advisors

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

Cobblestone Wealth Advisors provides financial planning, selection of other advisers, and pension consulting to a mix of institutional clients (including employee benefit plans) and individual clients, and offers advice on stocks, bonds, mutual funds, and ETFs. Rather than managing client accounts directly, the firm typically recommends third‑party money managers who assume discretionary authority over client portfolios while Cobblestone monitors performance. The firm’s role is primarily advisory and non‑discretionary: it conducts suitability reviews, recommends and periodically re‑allocates money managers when their strategies or performance diverge from client objectives, and produces written financial plans or limited‑scope consulting engagements. Cobblestone uses a combination of technical, fundamental and cyclical analysis in its recommendations, and offers hourly consulting services alongside its planning work. Distinctive aspects include its pension consulting practice and formal selection of other advisers—services that are relatively uncommon among peers in this category—and the firm’s practice of sharing in the advisory fees paid to recommended money managers. The firm also has affiliated broker‑dealer and insurance activities, meaning personnel may receive commissions or 12b‑1 fees in addition to advisory compensation, a potential conflict of interest that is disclosed in its brochure.

To learn more about the advisors currently working at Cobblestone Wealth Advisors, 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.