A complete list of active advisors currently associated with 808 Investments

Warmer can help you find a great advisor at 808 Investments or one who fits your needs even better.

808 Investments is an independent, fee-only registered investment adviser that provides discretionary wealth management and comprehensive financial planning to individuals and high‑net‑worth households. The firm delivers ongoing investment oversight alongside planning work that can include business planning, retirement and college planning, insurance and estate planning, and employee benefits optimization. The firm develops a written Investment Policy Statement for each client and uses both fundamental and charting analysis while employing a mix of passive and active strategies focused on asset allocation and tax considerations. Portfolios may include stocks, bonds, mutual funds, ETFs, municipal securities and cash equivalents, and clients may impose reasonable, written investment restrictions. Unlike many peers, 808 does not accept non‑high‑net‑worth individual clients, concentrating its services on high‑net‑worth households and related business owners; it operates as a small, recently formed solo practice with a limited client roster. The firm also emphasizes coordination with outside professionals (e.g., attorneys and accountants) and will, at times, participate in client meetings with those advisors at no additional charge.

To learn more about the advisors currently working at 808 Investments, 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.