Overwhelmed by options?
Answer a few questions to see advisors matched to you.
Find a financial advisor
Based on your filters
Anthony Q
CFA®
Minneapolis, MN
Tiedemann Advisors, LLC
Anthony Quill is a CFA® charterholder with six years of industry experience. He is currently an advisor at Tiedemann Advisors, LLC, where he has worked since 2024. Prior to joining Tiedemann Advisors, he was employed at Envoi, LLC and Terra Partners Asset Management Limited. Tiedemann Advisors, LLC provides investment advisory and consulting services primarily to high-net-worth individuals, families, and institutional investors. The firm uses a manager-of-managers approach, combining core allocations to third-party managers with tactical positions, and employs a proprietary risk-optimization tool to guide asset allocation.
Cesar P
Series 65, Series 66
Coral Gables, FL
Tiedemann Advisors, LLC
Cesar Pachon is a financial advisor at Tiedemann Advisors, LLC with 22 years of industry experience. He holds Series 65 and Series 66 credentials and previously worked at GenSpring Family Offices, LLC and Genspring Family Offices International, LLC for nearly two decades. Tiedemann Advisors provides discretionary and non-discretionary investment advisory and consulting services primarily to high-net-worth families and individuals, as well as trusts, foundations, endowments, and charitable organizations. The firm employs a manager-of-managers approach combined with tactical positions informed by macroeconomic and technical analysis, including alternative and private investment funds.
Erich H
CFA®
Minneapolis, MN
Tiedemann Advisors, LLC
Erich Hartwig is a CFA® charterholder with one year of experience in the financial industry. He has worked at Tiedemann Advisors, LLC since 2024 and previously spent 13 years at Envoi, LLC. Tiedemann Advisors, LLC provides discretionary and non-discretionary investment advisory and consulting services primarily to high-net-worth families and individuals, as well as to trusts, foundations, endowments, charitable organizations, and other pooled or institutional investment vehicles. The firm employs a manager-of-managers approach and uses a proprietary risk-optimization tool to guide asset allocation across various asset classes.
Jordan P
CFA®
Minneapolis, MN
Tiedemann Advisors, LLC
Jordan Paine is a CFA® charterholder currently with Tiedemann Advisors, LLC, where he has worked since 2024. He has four years of industry experience, including prior roles at Envoi, LLC and Project Consulting Group. Tiedemann Advisors provides investment advisory and consulting services primarily to high-net-worth families, individuals, trusts, foundations, and other institutional investors. The firm employs a manager-of-managers approach, combining core allocations to third-party managers with tactical positions, and utilizes a proprietary risk-optimization tool to guide asset allocation across various asset classes.
James S
Series 63, Series 65
Minneapolis, MN
Tiedemann Advisors, LLC
James Sand is a financial advisor at Tiedemann Advisors, LLC with 22 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Envoi LLC for 16 years before joining Tiedemann Advisors in 2024. Tiedemann Advisors provides discretionary and non-discretionary investment advisory and consulting services primarily to high-net-worth families, individuals, trusts, foundations, endowments, charitable organizations, and other pooled or institutional investment vehicles. The firm employs a manager-of-managers approach, utilizing a proprietary risk-optimization tool and a range of investment strategies including equities, fixed income, private investments, and derivatives.
Ryan S
Series 63, Series 65
Minneapolis, MN
Tiedemann Advisors, LLC
Ryan Steensland is a financial advisor at Tiedemann Advisors, LLC with 15 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Envoi LLC for 16 years before joining Tiedemann Advisors in 2024. Tiedemann Advisors provides discretionary and non-discretionary investment advisory and consulting services primarily to high-net-worth families, individuals, trusts, foundations, and other institutional investors. The firm employs a manager-of-managers approach, utilizing a proprietary risk-optimization tool to guide asset allocation across a range of investment types including equities, fixed income, private investments, and derivatives.
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.
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")
Finding advisors...
Find a financial advisor
Based on your filters