A complete list of active advisors currently associated with Wealthy with Intention

Warmer can help you find a great advisor at Wealthy with Intention or one who fits your needs even better.

The firm provides comprehensive financial planning services to individuals, including high-net-worth clients, through both project-based engagements and ongoing planning arrangements. It operates as a fee-only adviser and, in contrast to many investment-manager firms, does not provide discretionary investment management, does not custody client assets, and does not participate in wrap fee programs. Working as a fiduciary, the firm tailors plans to each client’s stated goals, risk tolerance, and time horizon and employs mutual fund/ETF analysis, fundamental analysis, and both passive and active strategy considerations when making investment recommendations. Investment recommendations are delivered within the planning engagement; clients retain responsibility for implementing trades and selecting custodians rather than the firm exercising trading discretion. What is distinctive for a firm in this category is that it bills for planning work on an hourly and fixed-fee basis and does not use percentage-of-assets-under-management pricing, and the brochure discloses that it reports no assets under management. The firm’s sole principal also maintains outside consulting work in the industrial sector and operates a separate entity offering seminars and coaching, a relationship the firm discloses as a potential referral conflict and says it manages through fiduciary duty and separate client engagements.

To learn more about the advisors currently working at Wealthy with Intention, 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.