A complete list of active advisors currently associated with Accel Wealth Management

Warmer can help you find a great advisor at Accel Wealth Management or one who fits your needs even better.

Accel Wealth Management LLC is a registered investment adviser that works with individuals, high‑net‑worth clients, trusts and estates, pension and profit‑sharing plans, and business entities. Its services include discretionary portfolio management, financial planning and consulting, pension consulting for plan sponsors, and employee financial education presentations. The firm describes a “total portfolio” approach that emphasizes a disciplined, diversified allocation tailored to each client through a written investment policy statement, with a primary focus on long‑term purchases and periodic rebalancing. It also uses tools such as options and structured notes for hedging or risk management and may engage third‑party sub‑advisers or money managers when appropriate. Accel’s business mix includes several features that are less common among comparable team firms: some investment adviser representatives are also registered representatives of Integrity Alliance, LLC and the firm is registered as an insurance agency offering fixed insurance products, which creates the potential for commissionable sales alongside advisory services. The firm also serves employer plan sponsors (including acting as a 3(38) manager for pooled employer plans), provides employer‑requested educational presentations, and publishes client materials and newsletters that are reviewed by its compliance officer.

To learn more about the advisors currently working at Accel Wealth Management, 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.