A complete list of active advisors currently associated with Accumulation Strategies

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

Accumulation Strategies works with individual clients, including high‑net‑worth households, offering discretionary investment management alongside comprehensive and limited written financial plans, ongoing retainer services, and hourly consultations. As of the most recent filing the firm manages roughly $29.6 million for about 33 clients and constructs portfolios using individual stocks, bonds, mutual funds, ETFs and annuity subdivisions. The firm emphasizes capital preservation and risk management, using client‑specific financial plans to set target returns and portfolio risk tolerances and then allocating among Conservative/Income, Moderate Growth, Aggressive Growth and sector‑oriented approaches. Management is discretionary and described as more active than a pure buy‑and‑hold strategy, with continuous monitoring and periodic rebalancing to maintain prescribed weights. Noteworthy features include a stated $250,000 advisory account minimum (subject to waiver) and a mixed service model that pairs AUM‑based portfolio management with fixed‑fee planning (including plans up to $12,000) and renewable retainer arrangements. The firm requires clients to establish accounts with custodians it recommends (citing relationships that may provide research or services), does not receive commissions on managed assets, and discloses procedures for direct fee debits and potential conflicts related to brokerage selection; the principal also holds CFP certification and decades of industry experience.

To learn more about the advisors currently working at Accumulation Strategies, 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.