Overwhelmed by options?

Answer a few questions to see advisors matched to you.

Filters

Find a financial advisor

Out of 400,000+ nationwide

user avatar
firm logo

Raymond B

CFP®, Series 63

Griffin, GA

Lifetime Strategies, LLC

Raymond Branton is a CFP® professional with eight years of experience in financial advising. He is the sole advisor at Lifetime Strategies, LLC and has been involved with the firm since 2003. In addition to his advisory role, he is a member and manager of Erwin and Branton, CPA's, LLC, a CPA firm where he dedicates a significant portion of his time. Lifetime Strategies, LLC provides personalized financial planning and investment management services to individuals and a variety of institutional clients, including pension plans, trusts, and charitable organizations. The firm employs a long-term, buy-and-hold investment approach, primarily using exchange-traded funds with a focus on asset allocation, diversification, and periodic rebalancing.

Private / alternative investments Real estate investing
user avatar
firm logo

Gregory F

Series 66

Griffin, GA

Georgia Wealth Partners, LLC

Gregory Foster is a financial advisor at Georgia Wealth Partners, LLC with 11 years of industry experience. He holds a Series 66 designation and has worked previously at The Strategic Financial Alliance, Inc. from 2016 to 2021. Outside of his advisory role, he owns a freelance photography business. Georgia Wealth Partners provides investment advisory and financial planning services to individuals, charitable organizations, and state and municipal government entities. The firm follows a long-term, multi-method investment approach and typically manages accounts on a discretionary basis, combining third-party money managers and model portfolios, primarily through the SEI Private Trust platform.

Annuities Wealth management Founder/Business Owner
user avatar
firm logo

Christopher P

Series 63, Series 65

Griffin, GA

Georgia Wealth Partners, LLC

Christopher Piland is a financial advisor with Georgia Wealth Partners, LLC, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. Prior to joining Georgia Wealth Partners in 2022, he spent 13 years at HBW Advisory Services LLC. Piland serves in the U.S. Army Reserve as a Brigadier General, a role he has held since 1989 involving project management duties. Georgia Wealth Partners provides portfolio management and financial planning services primarily to individual clients, charitable organizations, and state and municipal government entities. The firm employs a long-term investment approach using asset allocation, security selection, and third-party managers on the SEI Private Trust platform.

Annuities Wealth management Founder/Business Owner
user avatar
firm logo

Donald C

Series 63, Series 65

Griffin, GA

Georgia Wealth Partners, LLC

Donald Crider Jr. is a financial advisor with Georgia Wealth Partners, LLC, holding Series 63 and 65 licenses and bringing 19 years of industry experience. He previously worked at The Strategic Financial Alliance, Inc. for 11 years before joining Georgia Wealth Partners in 2021. Crider serves as a board member managing the Endowment Foundation for the Flint River Council, BSA. Georgia Wealth Partners provides portfolio management and financial planning primarily for individual clients, charitable organizations, and state and municipal government clients. The firm employs a disciplined investment approach combining asset allocation and security selection, often utilizing model portfolios and third-party managers through the SEI Private Trust platform.

Annuities Wealth management Founder/Business Owner
user avatar
firm logo

Corey L

Series 63, Series 65

Griffin, GA

Georgia Wealth Partners, LLC

Corey Letson is a financial advisor at Georgia Wealth Partners, LLC with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Georgia Wealth Partners and The Strategic Financial Alliance, Inc. He serves as a deacon and is a member of the Griffin Foundation Committee at First Baptist Church in Griffin, GA. Georgia Wealth Partners provides portfolio management and financial planning primarily for individual clients, charitable organizations, and state and municipal government clients. The firm employs asset allocation and security selection strategies informed by multiple analytical approaches and often uses model portfolios and third-party managers on the SEI Private Trust platform.

Annuities Wealth management Founder/Business Owner
firm logo

Danny K

Series 63, Series 65

Griffin, GA

Summit Financial, LLC

Danny Kamal is a Senior Financial Advisor at Merrill Lynch Wealth Management. He joined Merrill in 2009 following the firm's acquisition and has over 20 years of experience in the financial services industry. Danny and his team offer comprehensive wealth management services primarily to high-net-worth individuals, corporate executives, and business owners, focusing on integrating corporate benefit programs such as equity compensation and various retirement plans into long-term financial strategies. His practice emphasizes clients in the aviation and oil industries. Danny holds a Bachelor's degree from Bowling Green State University and has earned several professional credentials, including Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He manages discretionary investment strategies that may include individual securities, Merrill Lynch model portfolios, and third-party solutions. Residing in Fayetteville, Georgia, Danny and his wife Holly have seven children. They volunteer with several charitable organizations, including Angel Flight. Danny is affiliated with Delta Airlines.

Wealth management Startup equity planning Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Executive Founder/Business Owner HENRY (High Earners, Not Rich Yet)
user avatar
firm logo

James M

CFP®, Series 63, Series 65

Peachtree City, GA

Capital Investment Advisory Services, LLC

James Mothorpe is a CFP® professional with 29 years of industry experience, currently serving at Capital Investment Group, Inc. since 2009. He holds Series 63 and Series 65 licenses and is based in Peachtree City, GA. Outside of his advisory role, he volunteers as an ambassador for the Fayette County Chamber of Commerce and serves as treasurer for the Rotary Club of Peachtree City. Capital Investment Advisory Services, LLC provides investment advisory and supervisory services to individuals, retirement plans, corporations, trusts, estates, and charitable organizations. The firm offers customized investment management through discretionary mandates, third-party managers, and private-label model portfolios, with ongoing monitoring and quarterly reviews.

Active portfolio management Retirement plans for business owners (SEP, solo 401k) Annuities Options & derivatives strategies Founder/Business Owner Retired
user avatar
firm logo

Ashley W

Series 66

Griffin, GA

Kingswood Wealth Advisors, LLC

Ashley Webb is a financial advisor at Kingswood Wealth Advisors, LLC with nine years of industry experience. She holds a Series 66 designation and has worked at firms including Kingswood Capital Partners, Benchmark Investments, American Global Wealth Management, Cape Securities, and Americas Executions. Outside of her advisory role, she serves on the board of A Friend's House, a local non-profit group home for minors, and coaches varsity girls soccer. Kingswood Wealth Advisors serves a diverse client base including individuals, corporations, pension plans, nonprofits, and institutional investors. The firm employs an open-architecture investment approach tailored to clients' goals and risk tolerance, offering portfolio management, third-party manager oversight, ERISA plan consulting, and other financial services.

Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Retired Executive
user avatar
firm logo

Jeffery H

Series 66

Griffin, GA

Aegis Capital Corp.

Jeffery Hattaway is a financial advisor at Aegis Capital Corp. with 13 years of industry experience. He holds a Series 66 designation and has previously worked at Ameriprise Financial Services Inc. and Edward Jones. Aegis Capital Corp. serves individual investors, retirement and benefit plans, trusts, estates, and corporate clients by providing investment advisory and brokerage services, financial planning, and access to managed account programs through RBC and AXOS platforms. The firm offers both discretionary and non-discretionary account options and provides trade execution, clearing, custody, and reporting services for program clients.

Concentrated stock management
user avatar
firm logo

Byron G

Series 63, Series 66

Hampton, GA

Mercer Global Advisors Inc.

Byron Gonzalez is a financial advisor at Mercer Global Advisors Inc. with six years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at LPL Financial, Delta Community Credit Union, Morgan Stanley, and Wells Fargo. Outside of his advisory work, Byron is involved in music as a DJ with Grupo Sentimiento and owns a leathercraft business, Saya Goods. Mercer Global Advisors serves a diverse client base including individuals, high-net-worth families, small business owners, corporate plan sponsors, foundations, and nonprofits. The firm employs a Modern Portfolio Theory-based investment approach emphasizing globally diversified, risk-appropriate portfolios with multi-factor tilts, tax management, and a variety of implementation options.

Private / alternative investments Options & derivatives strategies ESG / Sustainable investing Concentrated stock management Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive Retired Women Professionals Established Professionals
firm logo

Jonathan S

CFP®, Series 66

Griffin, GA

Edward Jones

Jonathan Swatts is a financial advisor at Edward Jones in Griffin, GA, holding CFP® and Series 66 designations with five years of industry experience. Prior to joining Edward Jones in 2020, he worked at Calcasieu Area Council from 2015 to 2020. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a nationwide network of over 23,000 financial advisors.

Business exit / sale strategy Retirement income strategy Charitable giving & philanthropy Business ownership considerations General estate planning guidance Founder/Business Owner
user avatar
firm logo

Charles M

Series 63, Series 65

Griffin, GA

Cetera

Charles Mobley Jr. is a financial advisor at Cetera with 41 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at VOYA Financial Advisors and Cetera Wealth Services, LLC. Outside of advising, he owns Propitious LLC, a political consulting firm, and is involved in various political campaign consulting activities through multiple business entities. Cetera Investment Advisers LLC serves a broad range of clients including individuals, retirement plans, corporate and charitable organizations, and institutional accounts. The firm offers discretionary and non-discretionary portfolio management, financial planning, and access to multiple third-party money managers through a multi-manager platform that supports bespoke strategies and various program structures.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
user avatar
firm logo

Edward W

CFP®, Series 63

Griffin, GA

Wells Fargo Clearing

Edward Worrell is a CFP® professional with 42 years of industry experience, currently serving at Wells Fargo Clearing since 2016. Prior to this, he worked at Wells Fargo Advisors LLC from 2009 to 2016. Outside of his advisory role, he serves as power of attorney and co-trustee for his mother's trust. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory solutions. The firm’s IPS-driven process incorporates modern portfolio theory and includes a broad range of investment options, such as insurance-related vehicles and bank deposit sweep programs.

Retired Founder/Business Owner
firm logo

Vanessa C

Series 66

Locust Grove, GA

Edward Jones

Vanessa Conwell is a financial advisor at Edward Jones in Locust Grove, GA, holding a Series 66 designation with 16 years of industry experience. She has worked at Edward Jones since 2009. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm is notable for its extensive retail advisor network, affiliated services, and fiduciary standard in advisory services.

Retirement income strategy Multi-generational wealth transfer General estate planning guidance Retired Founder/Business Owner Executive Intergenerational Families
user avatar
firm logo

Eric W

CFP®, Series 66

Griffin, GA

Wells Fargo Clearing

Eric Worrell is a CFP® professional with 17 years of industry experience, currently with Wells Fargo Clearing since 2016. He previously worked at Wells Fargo Advisors LLC from 2009 to 2016. He serves on the Board of Trustees for Landmark Christian School in Fairburn, GA, contributing to policy development and school administration. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory options grounded in modern portfolio theory. The firm’s approach includes a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Retired Founder/Business Owner
user avatar
firm logo

Rhonda E

Series 63, Series 66

Griffin, GA

Raymond James & Associates

Rhonda Edwards is a financial advisor with Raymond James & Associates, holding Series 63 and Series 66 designations and bringing 12 years of industry experience. She worked at Morgan Stanley Smith Barney from 2009 to 2018 before joining Raymond James in 2019. Raymond James & Associates, Inc. is a large broker-dealer and SEC-registered investment adviser with approximately $501 billion in assets under management. The firm serves individuals, institutional clients, charitable organizations, and public entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary services through a range of portfolio management styles and affiliated research.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
firm logo

Patrick M

Series 63, Series 66

Griffin, GA

Edward Jones

Patrick Mc Ewen is a financial advisor with Edward Jones in Griffin, GA, holding Series 63 and Series 66 credentials and with 22 years of industry experience. He has been with Edward Jones since 2003. Outside of his advisory work, he owns a rental property in Griffin, GA. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of over 23,000 financial advisors.

Retirement income strategy Charitable giving & philanthropy Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Business ownership considerations Founder/Business Owner
user avatar
firm logo

Kemar B

Series 63, Series 66

Locust Grove, GA

J.P. Morgan Securities

Kemar Bernard is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Fidelity, Merrill, Bank of America, and Wells Fargo. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a quantitative asset-allocation approach combined with centralized due diligence and an ESG eligibility framework. The firm’s advisory business operates within the broader J.P. Morgan organization and primarily offers non-discretionary services through a select group of Wealth Advisors.

Wealth management Executive Founder/Business Owner
firm logo

Brian M

Series 66

Peachtree City, GA

Edward Jones

Brian Mc Nally is a financial advisor at Edward Jones with 11 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of investment strategies through a nationwide network of more than 23,700 financial advisors.

Retirement income strategy Business ownership considerations Business succession planning General estate planning guidance Wealth management Military & Veterans Professional Athlete Founder/Business Owner
user avatar
firm logo

Derrick L

Series 66

Griffin, GA

Raymond James & Associates

Derrick Lewis is a financial advisor with Raymond James & Associates in Griffin, GA, holding a Series 66 designation and 23 years of industry experience. He has been with Raymond James & Associates since 2013. Lewis serves as an at-large executive board member for Gordon State College, where he is involved in efforts to support and enhance higher education in Georgia. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser that manages approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and municipal entities, offering financial planning, investment consulting, and institutional fiduciary solutions.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
user avatar
firm logo

Eric H

Series 63, Series 65

Griffin, GA

Primerica Advisors

Eric Hoffman is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has been with Primerica Advisors since 1992 and Primerica Financial Services since 1991. Outside of his advisory work, he owns and instructs at Griffin Tae Kwon Do. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm uses model-delivery strategies managed by third parties and supports accounts with BNY Mellon Advisors and Pershing custody services.

ESG / Sustainable investing Tax-loss harvesting Income planning
user avatar
firm logo

Logan P

Series 66

Hampton, GA

Edward Jones

Logan Pridgen is a financial advisor at Edward Jones with a Series 66 designation and approximately one year of industry experience. Prior to joining Edward Jones, he held roles at State Farm and Martin Investment Management and has work experience spanning organizations such as Synergy Sports and Kerry Ingredients. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including households of varying net worth, pension plans, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
firm logo

Robert W

ChFC®, Series 66

Griffin, GA

Edward Jones

Robert Whitaker is a financial advisor at Edward Jones with nine years of industry experience. He holds the ChFC® designation and Series 66 license. Prior to joining Edward Jones in 2017, he worked at Rawden Joint Ventures from 2013 to 2016. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

College savings (529s, UTMA, etc.) Retirement income strategy General retirement planning Retired Founder/Business Owner Executive
user avatar
firm logo

William T

Series 63, Series 65

Griffin, GA

Primerica Advisors

William Thomas is a financial advisor with Primerica Advisors in Griffin, GA, holding Series 63 and Series 65 designations and possessing 21 years of industry experience. He has worked with PFS Investments Inc. since 2004 and Primerica Financial Services since 2003. Prior to his financial career, he was employed by Dekalb County Schools for 17 years. Outside of advisory services, he also receives compensation for sales of loan products and referrals for home security and automation services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited number of separately managed account options to individual and high-net-worth clients. The firm curates third-party asset managers and delegates trading responsibilities to BNY Mellon Advisors, operating primarily on a tiered wrap fee basis.

ESG / Sustainable investing Tax-loss harvesting Income planning
user avatar
firm logo

Christopher D

Series 66, Series 63

Griffin, GA

Edward Jones

Christopher Davis is a financial advisor with Edward Jones in Griffin, GA, holding Series 63 and Series 66 designations. He has one year of industry experience, including prior roles at Charles Schwab and State Farm. Davis also spent several years in full-time education before beginning his advisory career. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment advisory programs and maintains a large network of financial advisors and branch offices across the country.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
user avatar
firm logo

Kevin L

CFP®, Series 63, Series 65

Griffin, GA

Wells Fargo Clearing

Kevin Lennon is a CFP® professional with 13 years of industry experience, currently serving as a financial advisor at Wells Fargo Clearing since 2016. Prior to this, he worked at Wells Fargo Advisors LLC from 2014 to 2016. He is a member of the Finance Committee at First Presbyterian Church of Macon, GA. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s IPS-driven advisory process incorporates modern portfolio theory and includes a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Retired Founder/Business Owner
firm logo

Ryan P

Series 66

Griffin, GA

Edward Jones

Ryan Peavyhouse is a financial advisor with Edward Jones in Griffin, GA. He holds the Series 66 designation and has nine years of industry experience. He has worked at Edward Jones since 2016, following a brief tenure at PGRS. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
firm logo

Eric A

Series 66

Hampton, GA

Edward Jones

Eric Adams is a financial advisor with Edward Jones in Hampton, GA, holding a Series 66 designation and seven years of industry experience. He has worked at Edward Jones since 2018 and previously spent 14 years at SunTrust Bank. Adams serves as an at-large member of the finance committee at Jodeco Road United Methodist Church, where he participates in budgeting reviews and internal audits. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both high-net-worth and non-high-net-worth households. The firm manages approximately $1.01 trillion in assets through a nationwide network of advisors and offers a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products.

Retirement income strategy General retirement planning Retired Founder/Business Owner Executive
firm logo

Ansley S

Series 66

McDonough, GA

Edward Jones

Ansley Sturgill is a financial advisor at Edward Jones in McDonough, GA, holding a Series 66 designation with nine years of industry experience. Sturgill has been with Edward Jones since 2014. Outside of advisory work, Sturgill is involved with Emerald Peach Properties, LLC, a real estate business based in Atlanta, GA. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Divorce financial planning Business ownership considerations Military & Veterans Government Employee Founder/Business Owner LGBTQIA Divorced Women
firm logo

Jeremy L

CFP®, Series 63, Series 66

Hampton, GA

Edward Jones

Jeremy Lange is a CFP® professional with 24 years of experience, currently serving as a financial advisor at Edward Jones since 2002. He holds Series 63 and Series 66 licenses. Outside of his advisory role, he owns and manages commercial real estate and rental properties in Hampton, GA. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with approximately $1.01 trillion in assets under management and a nationwide network of over 23,000 financial advisors. The firm offers a range of advisory programs including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Charitable giving & philanthropy General estate planning guidance General retirement planning Wealth management Retired Founder/Business Owner Executive
user avatar
firm logo

Gerald S

Series 63, Series 66

Hampton, GA

Edward Jones

Gerald Simon is a financial advisor at Edward Jones with 36 years of industry experience. He holds the Series 63 and Series 66 credentials. Simon has spent the majority of his career at Edward Jones since 1999. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
user avatar
firm logo

Javan P

Series 63, Series 65

Locust Grove, GA

Edelman Financial Engines

Javan Parks is a financial advisor with Edelman Financial Engines in Atlanta, GA, holding Series 63 and Series 65 licenses and one year of industry experience. His prior roles include positions at Morgan Stanley, E*Trade Securities LLC, and Financial Engines Advisors, L.L.C. He has also been involved with RW Wellness LLC and JPJM MGMT LLC. Edelman Financial Engines provides technology-enabled investment advisory services focused on workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages both model-based and customized portfolios and serves a large client base through advisor-led and online offerings.

Retirement income strategy General retirement planning Tax-loss harvesting Private / alternative investments Concentrated stock management Retired Founder/Business Owner
firm logo

Andrew M

Series 66

McDonough, GA

Edward Jones

Andrew Magness is a financial advisor at Edward Jones in McDonough, GA, holding a Series 66 credential with two years of industry experience. Prior to joining Edward Jones, he spent 11 years at National Merchandising Services LLC. He is also listed with DraftKings.com in a non-active capacity. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, operating under a fiduciary standard and supported by a large nationwide network of financial advisors and branch offices.

Charitable giving & philanthropy College savings (529s, UTMA, etc.) Equity Recipients (RS/RSU, SOP, ESPP) Business ownership considerations Wealth management Founder/Business Owner
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")