A complete list of active advisors currently associated with Velbridge Wealth Advisors LLC

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

Velbridge Wealth Advisors LLC provides investment management, financial planning, hourly and project-based consulting, ongoing retainer arrangements, pension consulting, and educational seminars. The firm states it serves individuals, high-net-worth clients, pension and profit-sharing plans, and trusts and reports a modest level of assets under management. The firm describes a customized, long-term investment approach using fundamental analysis and asset allocation tailored to clients’ goals, time horizon, and risk tolerance, with accounts reviewed at least quarterly and discretionary management available when authorized. Velbridge also uses digital media and content platforms for general educational purposes, separate from personalized advice. Velbridge is notable for multiple outside business activities disclosed in its brochure: an affiliated insurance agency through which insurance products may be offered for separate compensation, a real estate services company, and a private investigation/security business, as well as an affiliated media entity that produces digital content. The firm’s principal has held registered representative and broker/associate broker roles in the past, and the brochure discloses the potential for commission-based compensation or referrals from those affiliated businesses while stating that such relationships are disclosed and that clients are under no obligation to use them.

To learn more about the advisors currently working at Velbridge Wealth Advisors 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.