A complete list of active advisors currently associated with Anfield Wealth Management
Warmer can help you find a great advisor at Anfield Wealth Management or one who fits your needs even better.
Anfield Wealth Management is a small, state-registered independent advisory firm that serves individuals, high‑net‑worth clients and a limited number of business and institutional clients. The firm provides discretionary investment management and a range of financial planning services, including retirement, tax-aware planning, estate and business planning, and written financial plans; it manages roughly $17.5 million in client assets. The firm’s investment approach emphasizes passive portfolio construction—using index mutual funds and ETFs to capture targeted asset‑class exposures—while employing fundamental, macro (top‑down) and cyclical analysis to inform tactical adjustments. Account supervision is guided by client investment policy statements and tax considerations, with regular reviews and the ability for clients to impose reasonable investment restrictions. Compared with many solo independent advisors, Anfield distributes periodicals/newsletters and offers educational seminars and speaking engagements as part of its client education efforts, with seminar content presented as general education rather than individualized advice. The firm’s principal provides outsourced CIO services to other advisers and holds CFA and CFP credentials, combining credentialed investment expertise with ongoing, bespoke planning services.
To learn more about the advisors currently working at Anfield Wealth Management, 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 |
|---|---|---|
Cleveland, OH
| 7
|
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