A complete list of active advisors currently associated with Pampel & Associates, Inc.

Warmer can help you find a great advisor at Pampel & Associates, Inc. or one who fits your needs even better.

Pampel & Associates serves individuals (both high‑net‑worth and non‑HNW), pension and profit‑sharing plans, trusts, estates, charitable organizations and business entities. The firm offers discretionary portfolio management, financial planning and consulting, and provides advisory services to employee benefit plans including plan‑level advice and participant education. Portfolios are customized following an initial discovery process and investor questionnaires, with ongoing reviews and rebalancing on a discretionary basis. The firm employs a mix of fundamental, technical and cyclical analysis and may use long‑term purchase strategies and covered‑call options; it notes tax efficiency is not its primary focus and recommends clients consult tax professionals. A distinctive feature is the firm’s small, two‑advisor team managing roughly $105 million for about 255 clients while placing a clear emphasis on education — offering no‑charge public seminars and workshops as well as participant enrollment meetings and plan‑specific educational sessions. The firm also provides ancillary services such as tax preparation, bookkeeping and business administration consulting, and its advisers hold insurance licenses and may receive separate commission compensation for insurance products.

To learn more about the advisors currently working at Pampel & Associates, Inc., 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.