A complete list of active advisors currently associated with Vernon Management Group, Incorporated

Warmer can help you find a great advisor at Vernon Management Group, Incorporated or one who fits your needs even better.

Vernon Management Group serves individual and high-net-worth clients, as well as trusts, estates, pension plans and other entities, primarily through separately managed accounts. The firm provides discretionary and non‑discretionary portfolio management, comprehensive financial planning, research reports, and consulting services. The firm’s investment process emphasizes a proprietary, trend‑focused approach that relies on technical analysis, charting, and backtesting, with active daily monitoring of holdings. Trading may include short sales, options and other derivatives and can employ leverage where appropriate, with portfolio construction guided by each client’s stated objectives and investment guidelines. Distinctive features include an in‑house research/reporting capability and the use of subscription or flat‑fee arrangements for research and some services in addition to more typical AUM billing, a billing practice that is uncommon among peers. The adviser operates as a small, closely held three‑advisor team with a compact client roster, enabling frequent, hands‑on monitoring of accounts; it does not participate in wrap fee programs or charge performance‑based fees.

To learn more about the advisors currently working at Vernon Management Group, Incorporated, 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.

Warmer team member

Not sure where to start?

We'll help you think it through — whether you ultimately need an advisor or not.

Warmer helps you compare advisors clearly — so you can choose with confidence.

Find your advisor
Discover

Compare top advisor firms by metric, firm size, and location.

Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.

By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")