A complete list of active advisors currently associated with Archvest Wealth Advisors, Inc.

Warmer can help you find a great advisor at Archvest Wealth Advisors, Inc. or one who fits your needs even better.

Archvest serves individuals (including both non‑HNW and high‑net‑worth clients), retirement plan sponsors, trusts, estates, charitable organizations, corporations, business entities and a private fund. The firm provides financial planning and coaching, discretionary and non‑discretionary investment management, retirement plan consulting, and — since 2025 — family office services that include bill‑pay coordination and private investment due diligence. Portfolios are customized to clients’ risk tolerance, time horizon and liquidity needs and are typically allocated among mutual funds, ETFs, individual debt and equity securities and independent managers, with ongoing monitoring by an internal investment committee. Archvest employs a blend of fundamental and cyclical analysis and conducts manager and alternative‑investment due diligence when recommending independent managers or held‑away/private investments. Uncommon for a firm of its size, Archvest acts as adviser to an affiliated private fund (Archvest Private Fund I, LP), an arrangement that involves incentive compensation and additional custody and conflict‑of‑interest considerations. The firm also offers family office bill‑pay and due‑diligence services targeted to ultra‑high‑net‑worth clients and discloses potential use of borrowing and derivative‑related trading elements (e.g., margin costs and options contract fees) in client accounts.

To learn more about the advisors currently working at Archvest Wealth Advisors, Inc., 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.