Overwhelmed by options?

Answer a few questions to see advisors matched to you.

Filters 1

Find a financial advisor

Based on your filters

user avatar
firm logo

Kevin W

Series 65

Secane, PA

Bryn Mawr Investments

Kevin Womack is a financial advisor at Bryn Mawr Investments with a Series 65 designation and one year of industry experience. He has previously worked at Citi Bank, MUFG Bank, Trident Mortgage, and TD Bank. Outside of his advisory role, he serves as a board member of an abstractor corporation specializing in land and title insurance. Bryn Mawr Investments provides planning, discretionary portfolio management, and corporate advisory services to a diverse client base, including individuals, high-net-worth clients, trusts, estates, and businesses. The firm employs a data-driven, quantitative investment approach combining macro analysis, proprietary models, AI forecasting, and derivatives strategies, alongside offering corporate advisory services and access to structured products.

Options & derivatives strategies Business exit / sale strategy Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Founder/Business Owner Executive
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

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. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")