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 is a team-based registered investment adviser managing roughly $1.15 billion for about 1,290 client relationships. The firm offers discretionary portfolio management, financial planning and consulting, pension consulting for plan sponsors (including serving as a 3(38) manager for pooled employer plans), and employee financial-education presentations. The firm describes a “total portfolio” investment approach that emphasizes active, diversified allocations and long‑term purchases, with written investment policy statements used to tailor portfolios to individual client needs; it may also use options and structured notes and engages third‑party sub‑advisers whose performance and style it monitors. Reviews and account oversight occur at least quarterly, and the firm relies on custodial and manager reports rather than independently recalculating outside manager performance. Several advisers are also registered representatives of a broker‑dealer and the firm is registered as an insurance agency, so some personnel sell commissionable securities or insurance products in capacities outside advisory accounts. The firm also distributes client communications such as newsletters and provides workshops or employee education, and its brochure discloses a regulatory matter involving an insurance producer that required restitution and a period of probation.

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.