A complete list of active advisors currently associated with Agewise Financial Inc.

Warmer can help you find a great advisor at Agewise Financial Inc. or one who fits your needs even better.

Agewise Financial Inc. provides discretionary asset management and financial planning primarily for individual investors rather than high‑net‑worth households. The firm offers ongoing portfolio oversight and personalized financial plans, and typically charges asset‑based advisory fees for its managed accounts. The firm’s advice is goal‑driven and tailored to each client’s objectives, time horizon, and risk tolerance, with discretionary trading authority to implement agreed strategies. Agewise may engage third‑party sub‑advisors to manage portions of client portfolios and uses a mix of fundamental, technical, charting and cyclical analysis, with periodic account reviews. A distinctive aspect of the firm is that its owner also operates as a licensed insurance agent and devotes a substantial portion of time to insurance activities, receiving commissions for those sales; Agewise discloses this arrangement and its potential conflict of interest and describes procedures to mitigate it. The firm is relatively small and new to offering advisory services, often uses sub‑advisors, and explicitly focuses on non‑HNW individual clients, which differentiates it from many peers that primarily serve wealthier households.

To learn more about the advisors currently working at Agewise Financial Inc., 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.