A complete list of active advisors currently associated with Eighty Rods Advisors

Warmer can help you find a great advisor at Eighty Rods Advisors or one who fits your needs even better.

Eighty Rods Advisors provides comprehensive financial planning and discretionary investment management to individual households—predominantly high‑net‑worth clients—and related entities such as trusts and business owners, offering services as ongoing, one‑time, or project‑based engagements. The firm also conducts educational seminars and workshops (in-person or virtual) that deliver general financial and investment information; advisory relationships are formalized through written agreements. The firm follows a planning‑first model in which written financial plans inform portfolio construction and implementation, and it may coordinate with other professionals or recommend third‑party managers for parts of a client’s portfolio. Investment management emphasizes long‑term, passive buy‑and‑hold strategies and asset allocation using mutual funds, ETFs, stocks, and bonds, applying fundamental analysis and Modern Portfolio Theory, and the firm charges flat or fixed advisory fees rather than a percentage‑of‑assets fee. Notable features that distinguish the firm from many solo independent advisers include its routine offering of educational workshops and its flat‑fee pricing approach, both of which are less common in the peer group. The firm manages a small number of clients with concentrated assets and focuses on tailored planning for complex, high‑net‑worth and business‑owner situations, with at least annual plan reviews and periodic client meetings.

To learn more about the advisors currently working at Eighty Rods Advisors, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.