A complete list of active advisors currently associated with Ataraxis Advisors LLC

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

Ataraxis Advisors LLC works with individuals (including high‑net‑worth clients), as well as trusts, estates, pension plans and corporations, providing financial planning, consultations, seminars and portfolio management. The firm delivers investment management through its own asset management program and by participating in third‑party programs and platforms, including advisor‑directed and unified managed account options. The firm’s investment process relies on model allocation portfolios, purchased research and occasional fundamental analysis, with most client assets managed on a discretionary basis and a small portion on a non‑discretionary basis. Trades and custody are implemented through affiliated and third‑party platforms and custodians, with account types that can include mutual fund portfolios, separately managed accounts and unified managed accounts. What is distinctive is the firm’s close operational integration with a broker‑dealer and multi‑platform wrap arrangements: advisors are registered representatives of an affiliated broker‑dealer and the firm routinely refers clients into wrap‑fee and platform programs (with fee‑sharing among Vision2020, Envestnet and sub‑advisors). Advisors are also independently licensed to sell insurance products and the firm manages clients’ variable annuity accounts under agreements with insurance companies; the brochure discloses these dual roles and varying solicitor/sub‑advisor compensation as potential conflicts that are managed through disclosure and internal policies.

To learn more about the advisors currently working at Ataraxis Advisors LLC, 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.