A complete list of active advisors currently associated with Amber Wealth Advisors, LLC
Warmer can help you find a great advisor at Amber Wealth Advisors, LLC or one who fits your needs even better.
Amber Wealth Advisors provides fee-only financial planning to individuals and high‑net‑worth clients through ongoing engagements and limited‑scope project work, including financial coaching and investment/portfolio reviews. Its planning services address areas such as business planning, cash flow and debt management, retirement and estate planning, insurance and tax considerations. The firm does not provide discretionary portfolio management or custody of client assets; instead it offers investment analysis and recommendations within the planning process, drawing on fundamental analysis, modern portfolio theory, and mutual fund/ETF evaluation to shape asset‑allocation advice. Clients are responsible for implementing recommended trades with custodians they choose, and the adviser may recommend both passive and active approaches while monitoring plans over time. Compared with many independent advisers, Amber Wealth Advisors does not typically use percentage‑of‑AUM billing and instead delivers advice through fixed or hourly planning engagements and recurring planning relationships, which is an uncommon fee model in this peer group. The brochure also notes the principal maintains a full‑time external tax role and provides tax consulting, which supplies tax expertise to clients but may affect the owner’s available time for advisory activities.
To learn more about the advisors currently working at Amber Wealth Advisors, 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 |
|---|---|---|
Woodland Park, NJ
| 3
|
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