A complete list of active advisors currently associated with Investmark Advisory Group LLC

Warmer can help you find a great advisor at Investmark Advisory Group LLC or one who fits your needs even better.

Investmark Advisory Group serves individual clients—including high‑net‑worth households—retirement plans and businesses, providing asset management, financial planning, and managed account services. The firm offers both advisor‑directed and discretionary portfolio management, with ongoing monitoring and periodic rebalancing tied to client objectives. Investmark builds risk‑based model strategies using mutual funds, ETFs, individual securities and Dimensional Fund Advisors (DFA) funds, and applies fundamental analysis together with SEI model allocations for accounts custodied at SEI. Clients can receive customized allocations, continuous management, and reporting through the custodial platforms the firm uses, with advisory fees billed quarterly. Distinctive aspects include a larger team and scale—approximately $929.7 million in assets under management across five offices—and an affiliation with an accounting firm that offers ancillary CPA services, while advisory representatives are dually registered and may receive transaction‑based compensation. The firm sponsors wrap‑fee programs through SEI/SIMC (with the SEI program disclosed as carrying higher overall costs) and has a disclosed SEC enforcement settlement related to mutual‑fund share‑class selection that resulted in disgorgement and censure.

To learn more about the advisors currently working at Investmark Advisory Group 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.