A complete list of active advisors currently associated with Styled Wealth

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

Styled Wealth serves individual and high-net-worth clients with ongoing comprehensive financial planning, project-based planning, and investment management, and also offers educational seminars and speaking engagements for groups. The firm operates on a fee-only basis and does not accept sales-based compensation for investment products. The firm’s investment approach emphasizes long-term, passive buy-and-hold strategies grounded in Modern Portfolio Theory, using diversified allocations of stocks, bonds, mutual funds, and exchange-traded funds. When retained for ongoing comprehensive planning, investment management is provided on a discretionary basis and tailored to each client’s objectives, risk tolerance, and tax considerations. Notably, Styled Wealth does not charge percentage-of-assets-under-management advisory fees, instead relying on flat, project, or hourly fee arrangements and including investment management as part of ongoing planning engagements. The firm is a small, single-advisor practice managing under $8 million for a few dozen clients and regularly conducts virtual and in-person educational events, sometimes on a pro-bono basis, which is uncommon among similar independent advisers.

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