A complete list of active advisors currently associated with Testament Wealth Management
Warmer can help you find a great advisor at Testament Wealth Management or one who fits your needs even better.
Testament Wealth Management is a fee‑only registered investment adviser that, per its brochure, offers wealth management, discretionary investment management, and project‑based financial planning to individuals and high‑net‑worth individuals. The firm’s services cover investment analysis, retirement and estate planning, tax planning, business planning, cash‑flow and debt management, and insurance reviews. The firm describes an investment approach grounded in Modern Portfolio Theory and asset allocation, using a mix of passive and active mutual funds and ETFs selected for underlying holdings, liquidity, and tax efficiency. Portfolios can be managed on a discretionary basis, accounts are reviewed periodically, and custody and execution are handled through an institutional custodian platform. Notably, the firm is newly formed and reported no assets under management or clients as of the brochure date, and its sole principal holds the CFP® certification. The brochure also discloses that the firm offers project‑based planning billed on an hourly basis and may use fixed periodic fees in lieu of asset‑based fees—fee arrangements that are less common among peer investment manager firms—and it does not accept commissions.
To learn more about the advisors currently working at Testament 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.
Name |
Location |
Years of experience |
|---|---|---|
Cary, NC
| 6
|
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