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

Glaister W

Series 65

North Potomac, MD

Calabash Asset Management, LLC

Glaister Welsh is the principal advisor at Calabash Asset Management, LLC, holding a Series 65 designation with nine years of industry experience. He has managed Calabash Asset Management since 2016 and concurrently serves as a Regional Operations Manager at Kaiser Permanente since 2015. Calabash Asset Management is a single-advisor independent firm providing discretionary portfolio management, wealth management, and financial planning to individual and institutional clients. The firm employs a quantitative, low-volatility long/short U.S. equities strategy combined with qualitative analysis to construct benchmark-agnostic portfolios and manages both pooled investment vehicles and separately managed accounts.

Active portfolio management Factor investing / smart beta Wealth management
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 introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

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

© 2026 Warmer Holdings Inc. (“Warmer”)