A complete list of active advisors currently associated with ARS Wealth Advisors

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

ARS Wealth Advisors Group provides discretionary portfolio management, financial planning, estate-planning education and tax preparation services primarily to individual and high‑net‑worth clients, as well as associated trusts, estates and retirement plans. The firm manages approximately $1.64 billion in discretionary assets and offers integrated services that can include ongoing financial planning, tax return preparation and use of a third‑party digital estate‑planning tool (Trust & Will). Investment programs are tailored to individual client objectives and typically feature diversified allocations to core domestic and international equities, ETFs, mutual funds and fixed income, with a blend of value and growth stock selection and a generally long time horizon; the firm typically does not pursue market timing and uses Envestnet | Tamarac for reporting, performance and trade administration. ARS Wealth manages accounts on a discretionary basis for most clients and will modify strategies for special situations such as legacy holdings, stock options or tax considerations. The firm’s corporate ownership and network are a distinguishing element: ARS Wealth is an indirect, wholly‑owned subsidiary of Focus Financial Partners, and the brochure discloses affiliated relationships and access to affiliated services that are less common among multi‑team peers — including Focus Risk Solutions for insurance placements, participation in UPTIQ‑facilitated credit and cash management programs (with Focus as a minority investor in UPTIQ), and connections to other Focus partners that include pension consultants and firms that sponsor or advise private funds. These relationships are disclosed in the brochure along with the firm’s stated mitigation measures (such as client disclosures and offering certain affiliate solutions on a nondiscretionary basis).

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