A complete list of active advisors currently associated with Wentworth-Baer Wealth Management

Warmer can help you find a great advisor at Wentworth-Baer Wealth Management or one who fits your needs even better.

The firm is a fee‑only registered investment adviser that provides ongoing investment management and limited‑scope, one‑time financial planning to individuals, including high‑net‑worth clients. Its services cover portfolio construction and supervision, written financial plans, and advice on stocks, bonds, mutual funds, ETFs, and municipal and government securities. Investment approach centers on asset allocation using a mix of passive and active funds, with fundamental and mutual‑fund/ETF analysis and attention to factors such as tax efficiency, liquidity, and strategic beta. The firm operates on a non‑discretionary basis — seeking client approval prior to trade execution — and executes trades on individual accounts rather than aggregating block trades. Distinctive aspects include that the firm reported no assets under management at the time of its ADV filing and operates as a sole proprietor while the principal also maintains a concurrent outside role as a law‑office administrator. The principal holds CFP® and an Accredited Behavioral Finance Professional credential, the firm recommends an institutional Schwab custody platform (and discloses receipt of related support services), and it does not charge performance‑based fees or participate in wrap fee programs.

To learn more about the advisors currently working at Wentworth-Baer 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.