A complete list of active advisors currently associated with Amvoy Wealth

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

Amvoy Wealth provides fee-only investment management and financial planning services to individual and high‑net‑worth clients, offering both ongoing and project‑based planning alongside discretionary portfolio management. The firm also assists clients in selecting third‑party professionals and may recommend outside managers for sub‑advisory services. The firm combines modern portfolio theory with a mix of passive and active strategies, constructing portfolios largely using no‑load, asset‑class mutual funds (notably Dimensional Fund Advisors funds), ETFs, and occasional individual securities, and it may subscribe client accounts to model portfolios through a model marketplace. Amvoy Wealth tailors asset allocation and allows client‑imposed restrictions, monitoring portfolios periodically and using both in‑house analysis and third‑party manager due diligence. Noteworthy for an independent U.S. adviser of its size, the firm has formal affiliations with separate, registered advisory entities in Ireland and the principal splits a material portion of professional time among those affiliated advisers (reported up to half of time). The firm’s client and asset footprint is unusually small for its category (reporting one client and $100,000 in AUM) and it reports serving high‑net‑worth individuals rather than non‑HNW retail clients, a client mix that differs from many peers.

To learn more about the advisors currently working at Amvoy Wealth, 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.