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

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

Almega Wealth Management primarily serves individual and high-net-worth clients, families, small businesses, retirement plans, and charitable organizations, offering discretionary and non‑discretionary portfolio management, financial planning, retirement-plan consulting, and business services. The firm also provides tax return preparation, tax planning, and IRS representation through its affiliated Almega Tax LLC, which the brochure states will prepare “standard” tax returns complimentary for qualifying Private Wealth and Family Wealth clients. The firm emphasizes passive asset‑allocation model portfolios built from index mutual funds and ETFs, with investment policy statements, regular monitoring, and opportunistic rebalancing; it uses tools such as Riskalyze and routinely manages accounts on a discretionary basis. Almega also offers customized active strategies when needed (including individual equities, fixed income and options), direct indexing and outsourced trading arrangements with third‑party providers, and a cash management approach that relies primarily on short‑term U.S. Treasury securities. Compared with many peers, Almega operates from five or more offices while remaining a small advisor, and it is affiliated with an in‑house tax practice (Almega Tax LLC) that creates integrated tax services and occasional complimentary returns for certain clients and family members. The firm additionally publishes newsletters, podcasts and social media content, offers educational seminars and workshops, uses third‑party platforms (e.g., Pontera) to manage held‑away assets and outsourced direct‑indexing, and participates in referral programs such as the Ramsey SmartVestor network.

To learn more about the advisors currently working at Almega 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.