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

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

Advanta Wealth Management provides financial planning and discretionary investment management to individuals and families, offering standalone planning, combined wealth management, and limited-scope retirement account reviews. Client assets are managed in accounts at independent custodians and the firm does not maintain physical custody of client funds. The firm emphasizes fundamental analysis in portfolio construction while also incorporating technical/charting, cyclical, and economic analysis and strategic asset allocation; it may invest in individual stocks and bonds, mutual funds, and ETFs and exercises discretion in day-to-day trading. Advanta Wealth will at times implement third‑party investment technology and models and uses a third‑party sub‑advisor relationship with 55ip to access tax‑efficient strategies and model portfolios for appropriate client accounts. Noteworthy operational features include the firm’s use of custodial arrangements that permit direct debiting of advisor fees and standing letters of authorization, which the brochure discloses as creating constructive‑custody considerations. Compared with many peers of similar scale, the firm combines a boutique advisory platform with delegated use of specialized third‑party modeling for tax management and a multi‑method analytical process, and it discloses participation in Schwab Institutional support programs that could create potential conflicts of interest.

To learn more about the advisors currently working at Advanta 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.