A complete list of active advisors currently associated with Arimathea
Warmer can help you find a great advisor at Arimathea or one who fits your needs even better.
Arimathea serves individual and high-net-worth clients as well as trusts, pension and corporate clients, providing asset management, comprehensive portfolio management, financial planning, retirement plan consulting, and referrals to third‑party money managers. The firm also offers a fully digital advisory channel through its PuriFi platform in two tiers (Core and Premium) in addition to traditional advisor‑led engagements. The firm’s investment approach emphasizes value‑aligned screening informed by Catholic social teaching—covering human dignity, family values, protection of life, and environmental stewardship—and it uses signaling arrangements and sub‑advisory relationships to implement and monitor those screens. Portfolios are tailored to client preferences and risk tolerances, with the firm noting it may act as an ERISA fiduciary for retirement plan consulting and may use third‑party managers or sub‑advisers for execution and specialized expertise. Notable distinctions in the brochure include explicit affiliations and shared arrangements with other registered advisers (Golden State Wealth Management, Ascentis, and Redwood) and a sponsored wrap fee program tied to the PuriFi offering, plus an internal “Arimathea Accredited Advisor (AAA™)” credential and occasional promotional or beta pricing for early digital platform users. The firm also discloses offering paid educational seminars and speaking engagements and a business model that supports serving other adviser and institutional relationships via referrals and consulting.
To learn more about the advisors currently working at Arimathea, 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 |
|---|---|---|
Charlotte, NC
| 1
|
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