A complete list of active advisors currently associated with Lever Wealth Management

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

The firm provides wealth management and financial planning services to individual and high-net-worth clients, offering ongoing and project-based planning alongside discretionary portfolio management. It advises on common taxable and retirement investments including stocks, bonds, mutual funds, and ETFs and incorporates client goals, risk tolerance, and tax considerations into account supervision. Investment strategies are built around diversified asset allocation and incorporate both fundamental analysis and modern portfolio theory, with the firm willing to use passive and active funds as well as socially responsible screens when requested. The adviser may also engage third‑party outside managers and conducts periodic reviews of allocations and manager selections as part of its ongoing services. Notably, the firm operates as a solo practitioner and is owner-operated, a structure that is less common among peers in this category. It is a fee‑only adviser that does not charge percentage‑of‑assets‑under‑management fees — an uncommon fee model — and the principal is a CFP® professional who serves as the firm’s chief compliance officer.

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