A complete list of active advisors currently associated with Alder Cove Capital, LLC

Warmer can help you find a great advisor at Alder Cove Capital, LLC or one who fits your needs even better.

Alder Cove Capital is an independent registered investment adviser that serves individuals and high‑net‑worth clients with ongoing portfolio management, comprehensive financial planning, and shorter hourly consultations. The firm also recommends third‑party separately managed accounts (SMAs) when appropriate, expanding its service set beyond typical small‑firm offerings. The firm describes a fiduciary, long‑term, low‑cost and diversified investment approach, producing individualized investment policy statements and tailoring portfolios to clients’ goals, tax considerations, and any imposed restrictions. It implements portfolios using model allocations and custodian‑platform solutions (including Betterment Advisor Solutions and Charles Schwab) and supplements client work with third‑party automated technology tools for practice management and portfolio delivery. Compared with peers of similar size, Alder Cove is noteworthy for recommending relatively sophisticated SMA strategies — including tax‑aware long‑short equity and direct indexing — despite operating as a solo advisory practice with roughly $13.7 million in discretionary assets and about 30 clients. The firm’s lead advisor maintains professional and community roles outside the practice (including a CFA charter and credit‑union board service), and the brochure discloses operational flexibilities such as occasional payment of platform fees on behalf of clients and discretionary refunds of planning fees.

To learn more about the advisors currently working at Alder Cove Capital, LLC, 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.