A complete list of active advisors currently associated with Telos Partners LLC

Warmer can help you find a great advisor at Telos Partners LLC or one who fits your needs even better.

Telos Partners LLC is a newly registered investment adviser that provides investment management, comprehensive and project‑based financial planning, family office consulting, and business consulting to individuals, high‑net‑worth clients, charitable organizations, and corporations. The firm also offers educational seminars and ad‑hoc hourly consulting and may recommend independent outside managers or investment management programs for portions of client portfolios. Telos describes a long‑term, growth‑oriented investment approach that blends individual stocks and bonds with mutual funds and ETFs, using a mix of active and passive strategies and asset‑allocation modeling tailored to each client’s goals and risk tolerance. Portfolios may incorporate ESG and impact screening, client‑imposed restrictions, tax‑aware considerations, periodic rebalancing, and discretionary trading authority; the firm also monitors legacy holdings and may harvest gains or losses when appropriate. Among features that distinguish Telos from many peers are its affiliation with a separate tax/accounting practice that it may contract with for specialized tax services, its willingness to engage on fixed‑fee projects and hourly consulting arrangements, and its public seminar/speaking program. The firm also offers family‑office style services — including due diligence and coordination for alternative and early‑stage investments and back‑office support — and recommends third‑party managers for both individual and institutional allocations, while not acting as a private‑fund adviser.

To learn more about the advisors currently working at Telos Partners 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.