A complete list of active advisors currently associated with Alexa Wealth Management, LLC

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

The firm provides discretionary portfolio management, written financial planning, and retirement-plan consulting to individual investors and employee benefit plans, and it offers participant education and plan-level advice as part of its retirement services. Its advice covers a broad set of investments, including equities, exchange-traded funds, mutual funds, municipal securities, CDs, REITs and variable annuities. The firm tailors investment strategies to each client’s objectives and may employ a mix of methods — including fundamental analysis, technical/charting techniques, and principles from modern portfolio theory — across both short- and long-term time horizons. Clients typically grant trading discretion to the firm so it can implement these tailored strategies on an ongoing basis. Noteworthy features include that the firm’s principal is separately licensed to sell insurance and may receive commission-based compensation for insurance sales, which creates a potential conflict of interest (clients are not required to purchase insurance from the firm). The firm also routinely provides 3(21) non-discretionary retirement-plan consulting and participant education — services that are less commonly offered by peers of its category — and it requires clients to use a specific custodial brokerage platform and does not aggregate client trades, practices that can affect execution and transaction pricing.

To learn more about the advisors currently working at Alexa Wealth Management, 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.

Name	Location	Years of experience
Thomas Alexa	Deep River, CT	29

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