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

Robert P

Series 65, Series 66

Fort Worth, TX

Cleros Wealth Partners, LLC

Robert Packer is a financial advisor at Cleros Wealth Partners, LLC with 28 years of industry experience. He holds Series 65 and Series 66 credentials and has previously worked at Purshe Kaplan Sterling Investments, UBS Financial Services, and Merrill. Outside of his advisory work, he serves on the board of directors for the Tarrant County Healing Shepherd Clinic and has held leadership roles at Fort Worth Country Day School. Cleros Wealth Partners provides discretionary and non-discretionary investment advisory services to individuals, high-net-worth clients, family offices, trusts, estates, foundations, and business entities. The firm employs a long-term, value-conscious approach that integrates fundamental, technical, and cyclical analysis alongside diversified asset allocation and third-party manager monitoring.

Private / alternative investments
user avatar

Barbara B

Series 66

Fort Worth, TX

Cleros Wealth Partners, LLC

Barbara Bodon is a financial advisor at Cleros Wealth Partners, LLC with 25 years of industry experience. She holds a Series 66 designation and previously worked at UBS Financial Services for 26 years prior to joining Cleros in 2026. Cleros Wealth Partners provides discretionary and non-discretionary investment advisory services, managing portfolios for individuals, high-net-worth clients, family offices, and other entities. The firm employs a long-term, value-conscious approach combining fundamental, technical, and cyclical analysis, with an emphasis on diversified asset allocation and periodic rebalancing.

Private / alternative investments
user avatar

Grace W

Series 66

Fort Worth, TX

Cleros Wealth Partners, LLC

Grace Wynne is a financial advisor at Cleros Wealth Partners, LLC, holding a Series 66 designation with one year of industry experience. Her prior work experience includes roles at UBS Financial Services, Prosperity Bank, and BOK Financial – Bank of Texas. Cleros Wealth Partners provides discretionary and non-discretionary investment advisory services and manages separately managed accounts for individuals, high-net-worth clients, family offices, trusts, estates, foundations, and business entities. The firm uses a combination of fundamental, technical, and cyclical analysis with a long-term, value-conscious approach that emphasizes diversified asset allocation, periodic rebalancing, and third-party manager selection and monitoring.

Private / alternative investments
user avatar

Marlie T

Series 66

Fort Worth, TX

Cleros Wealth Partners, LLC

Marlie Thomas is a financial advisor at Cleros Wealth Partners, LLC with 22 years of industry experience. She holds a Series 66 designation and previously worked for UBS Financial Services for 23 years. Cleros Wealth Partners provides discretionary and non-discretionary investment advisory services and manages separately managed accounts for individuals, high-net-worth clients, family offices, trusts, estates, foundations, and business entities. The firm employs a long-term, value-conscious approach that integrates fundamental, technical, and cyclical analysis along with diversified asset allocation and third-party manager selection.

Private / alternative investments
user avatar

Robert K

Series 63, Series 65

Fort Worth, TX

Cleros Wealth Partners, LLC

Robert Kight is a financial advisor at Cleros Wealth Partners, LLC in Fort Worth, TX, holding Series 63 and Series 65 designations with 27 years of industry experience. He previously worked at UBS Financial Services for 27 years before joining Purshe Kaplan Sterling Investments and Cleros Wealth Partners. He serves as Treasurer for Hillside Community Church. Cleros Wealth Partners provides discretionary and non-discretionary investment advisory services, managing portfolios for individuals, high-net-worth clients, family offices, and other entities. The firm employs a long-term, value-conscious approach that combines fundamental, technical, and cyclical analysis with diversified asset allocation and third-party manager selection.

Private / alternative investments
user avatar

George M

Series 63, Series 65

Fort Worth, TX

Cleros Wealth Partners, LLC

George Marlow Jr. is a financial advisor at Cleros Wealth Partners, LLC with three years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at UBS Financial Services, Freehouse Capital Partners, and Citigroup. In addition to his advisory role, he is the proprietor of Marlow Mining LLC, which operates bitcoin mining equipment. Cleros Wealth Partners offers discretionary and non-discretionary investment advisory services to individuals, high-net-worth clients, family offices, and other entities. The firm employs a value-conscious investment approach that integrates fundamental, technical, and cyclical analysis with diversified asset allocation and third-party manager selection.

Private / alternative investments
user avatar

Alexander A

CFP®, Series 63, Series 65

Fort Worth, TX

Cleros Wealth Partners, LLC

Alexander Armstrong is a CFP® with 26 years of industry experience, currently with Cleros Wealth Partners, LLC. His prior roles include positions at UBS Financial Services and Merrill. He serves as a trustee for The Armstrong Foundation, a private family educational foundation, and is a member of the board of directors for the Lena Pope Home, a local charity focused on children and families, where he chairs the program committee. Cleros Wealth Partners provides discretionary and non-discretionary investment advisory services, managing portfolios for individuals, high-net-worth clients, family offices, and other entities. The firm applies a combination of fundamental, technical, and cyclical analysis within a long-term, value-conscious framework, emphasizing diversified asset allocation and third-party manager oversight.

Private / alternative investments
user avatar

Angela B

Series 63, Series 66

Fort Worth, TX

Cleros Wealth Partners, LLC

Angela Bentley is a financial advisor with Cleros Wealth Partners, LLC, holding Series 63 and Series 66 licenses and having 28 years of industry experience. She previously worked at UBS Financial Services from 2015 to 2026 and Merrill from 1998 to 2015. Cleros Wealth Partners provides discretionary and non-discretionary investment advisory services for individuals, high-net-worth clients, family offices, trusts, estates, foundations, and business entities. The firm employs a long-term, value-conscious investment approach that combines fundamental, technical, and cyclical analysis, with an emphasis on diversified asset allocation and third-party manager oversight.

Private / alternative investments
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”)