A complete list of active advisors currently associated with Amphora Wealth Management, LLC
Warmer can help you find a great advisor at Amphora Wealth Management, LLC or one who fits your needs even better.
Amphora Wealth Management serves individuals (including high‑net‑worth clients), charitable organizations, and employer retirement plans, offering investment management, financial planning, family office and pension consulting services. The firm also provides integrated wealth management for closely held business owners and financial counseling as a complement to ongoing portfolio oversight. Its investment approach is long‑term with an emphasis on tax‑ and fee‑sensitivity and uses an “enhanced open architecture” that blends active and passive strategies, third‑party subadvisors, and customized fixed‑income solutions. Amphora manages accounts on both discretionary and nondiscretionary bases, reviews held‑away assets in an integrated way, and applies Modern Portfolio Theory to guide asset allocation. Several features distinguish the firm from many peers: a firm principal is a licensed attorney who is of‑counsel to an outside law firm and may provide legal services under separate engagements, the firm has ownership ties to an entity that provides insurance services and some personnel receive legacy trailing insurance commissions, and it periodically offers educational seminars and targeted divorce consulting. These affiliations and program relationships (including access to third‑party cash aggregation and reduced‑minimum fund arrangements) are disclosed in the brochure and managed through separate engagement terms and transparency about conflicts.
To learn more about the advisors currently working at Amphora 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.
You can also browse Amphora Wealth Management, LLC's office locations.
Name |
Location |
Years of experience |
|---|---|---|
Media, PA
| 5
| |
Chapel Hill, NC
| 8
| |
Chapel Hill, NC
| 19
|
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