A complete list of active advisors currently associated with Aria Wealth Partners

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

Aria Wealth Partners works with individual and high-net-worth clients as well as foundations, trusts, estates and employer-sponsored retirement plans, offering wealth advisory, comprehensive financial planning, and retirement plan consulting. The firm provides discretionary portfolio management and standalone financial plans, and coordinates with clients’ other advisors on estate, tax and insurance matters. Investment decisions are guided by modern portfolio theory and a mix of fundamental, technical, cyclical and macroeconomic analysis, with portfolios tailored to client risk tolerance and time horizon and implemented through both passive and active instruments (including long- and short-term holdings, options and the potential use of margin). The firm integrates insurance and annuity solutions through a third‑party insurance management platform to evaluate commission‑free products as part of a client’s holistic plan and will include those assets in overall advice and reporting when appropriate. Noteworthy aspects include a small, two-advisor practice that manages roughly $112 million in discretionary assets despite being recently formed, and the explicit use of DPL’s marketplace—paid for by the firm—to access commission-free insurance/annuity products that can be counted in AUM for advisory purposes. The brochure also discloses a prior customer claim from 2016 involving a firm principal at a former employer that was settled and is reflected in the firm’s regulatory disclosures.

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