A complete list of active advisors currently associated with Attend Wealth

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

Attend Wealth provides ongoing portfolio management and financial planning to individuals, high‑net‑worth individuals, and business entities. The firm charges asset‑based advisory fees and may also refer clients to third‑party advisers as part of its service model. The firm documents each client’s goals and risk tolerance in an Investment Policy Statement and applies modern portfolio theory with a long‑term trading orientation to construct tailored allocations. It requires clients to custody assets at Schwab Institutional, implements trades with client authorization rather than through discretionary authority, and may place portions of portfolios with third‑party managers available through Schwab. Attend Wealth operates as a single‑advisor practice with a small client base (13 clients and about $2.3 million in assets under management), and the brochure discloses that the principal also acts as a licensed insurance agent and a registered representative of a broker‑dealer, creating disclosed conflicts of interest when insurance products are recommended. The firm also notes operational features that diverge from many peers — it does not aggregate trades, does not participate in wrap fee programs, and typically delivers financial plans as one‑time engagements — items prospective clients may wish to review when comparing service and execution practices.

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