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

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

American Community Wealth Management LLC provides investment advisory and financial planning services to individuals (including high‑net‑worth clients), business owners, corporations, charitable organizations, trusts/estates, and pension and profit‑sharing plans. Its offerings include discretionary and non‑discretionary portfolio management, written financial plans, employer retirement plan consulting, and public and employer‑facing educational seminars. The firm implements asset‑allocation driven portfolios using a mix of advisor‑managed accounts and third‑party managers, and relies on industry research and vendor tools to monitor manager quality and portfolio construction. It offers multiple platform choices — including Ladenburg Thalmann (LTAM), Fidelity Managed Account Exchange (FMAX), a Separate Account Network (SAN), and Advisor Managed Portfolios (AMP) — and many of these strategies are offered as wrap programs that include trading, custody, and advisory services in a single fee. ACWM is wholly owned by American Community Bank & Trust (and its holding company) and its advisory staff are also registered representatives of a broker‑dealer, a structure the firm discloses and that results in mixed advisory and commission relationships and shared time among bank, broker‑dealer, and advisory roles. The firm operates from five offices and routinely presents free educational seminars, and its combination of bank affiliation, multi‑office footprint, and sponsorship of multiple wrap programs is atypical among comparable adviser teams.

To learn more about the advisors currently working at American Community 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.