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

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

Alikos provides discretionary investment management, financial planning, and retirement‑plan advisory to individuals (including high‑net‑worth clients), trusts, qualified plans, charitable organizations, and small businesses. The two‑advisor firm manages roughly $92.6 million for about 41 clients and typically establishes written investment policy statements with ongoing monitoring and periodic reviews. The firm follows a long‑term, Modern Portfolio Theory approach that emphasizes passive, asset‑class diversification implemented primarily through no‑load mutual funds and ETFs (including funds from providers such as DFA and Avantis). Alikos also uses independent sub‑advisors for fixed‑income management, can engage third‑party managers for ESG or faith‑based mandates, and selectively employs interval and other alternative funds or individual equities when tax or client‑specific constraints warrant. What sets the firm apart from many peers is a common‑ownership affiliation with an accounting practice, creating an integrated referral channel while maintaining separate client engagements and disclosures. The firm also relies on a third‑party back‑office and sub‑advisory arrangement for fixed‑income and administrative services and offers a third‑party cash‑management sweep, an operational mix that differs from many similarly sized supported advisers.

To learn more about the advisors currently working at Alikos 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.