Overwhelmed by options?
Answer a few questions to see advisors matched to you.
Find a financial advisor
Based on your filters
Andrew G
Series 66
Winchester, VA
Wealthcare Advisory Partners LLC
Andrew Gauldin is a financial advisor at Wealthcare Advisory Partners LLC in Winchester, VA, holding a Series 66 designation with nine years of industry experience. His prior firms include Morgan Stanley, Kalos Capital, Inc., and Clark & Associates Incorporated. He is also active as an insurance agent with Creekside Insurance Advisors. Wealthcare Advisory Partners LLC offers investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, retirement plans, charitable organizations, and businesses. The firm employs a goals-based financial advising discipline that integrates proprietary software and behavioral economics, utilizing both passive and active investment strategies alongside dynamic portfolio management.
James D
Series 65
Winchester, VA
Wealthcare Advisory Partners LLC
James Du Brueler Jr. is a financial advisor with Wealthcare Advisory Partners LLC and holds a Series 65 designation. He has eight years of industry experience, including seven years at AlphaStar Capital Management and ongoing involvement with Creekside Insurance Advisors Inc., where he is a licensed insurance agent. Wealthcare Advisory Partners LLC manages approximately $6.0 billion in client assets with a team of over 150 advisors, serving individuals, trusts, estates, retirement plans, charitable organizations, and businesses. The firm employs a goals-based planning approach supported by proprietary software and an evidence-based investment framework that integrates behavioral economics and quantitative measures.
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 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”)
Finding advisors...
Find a financial advisor
Based on your filters