A complete list of active advisors currently associated with Altman Advisors

Warmer can help you find a great advisor at Altman Advisors or one who fits your needs even better.

Altman Advisors provides discretionary portfolio management and investment consulting to individuals (including high-net-worth clients), trusts, retirement plans and business clients, and also offers standalone financial planning and retirement‑plan consulting. The firm delivers ongoing advice and regular client contact while managing accounts on an individualized basis through its wrap fee family office and asset management services. The firm’s investment process emphasizes fundamental analysis and strategic asset allocation, with quarterly monitoring and rebalancing and use of both long‑ and short‑term purchase strategies. It also uses derivatives and related instruments in client portfolios where appropriate, including options, structured products, private funds and certain cryptocurrency‑linked products that may embed derivative exposure. Altman Advisors discloses several features that distinguish it from many peers: its representatives are licensed insurance agents affiliated with an insurance company and may receive commissions for insurance sales (the brochure states insurance recommendations are governed by its financial‑planning software to mitigate conflicts), it operates client accounts on a wrap‑fee basis, and it documents relationships with third‑party providers—naming Schwab for custody and operational support and Broadridge/Glass Lewis for proxy research—as well as sponsorship of product‑provider educational events (including occasional travel or meal reimbursements) that the firm notes in its disclosures.

To learn more about the advisors currently working at Altman Advisors, 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.

You can also browse Altman Advisors's office locations.