A complete list of active advisors currently associated with Audible Wealth Management
Warmer can help you find a great advisor at Audible Wealth Management or one who fits your needs even better.
Audible Wealth Management works primarily with individual and high-net-worth clients as well as pension and profit-sharing plan participants, offering financial planning, discretionary and non-discretionary portfolio management, and auxiliary services such as bill-pay assistance. The firm provides ongoing portfolio management alongside one-time and periodic financial planning deliverables and uses custodial arrangements for asset custody and fee withdrawal. The firm applies a blend of analytical methods—fundamental, quantitative, technical, charting and modern portfolio theory—and implements both long- and short-term trading strategies, including options and margin transactions. Audible Wealth also uses third‑party technology (including a platform for held-away defined contribution accounts) to review and rebalance participant accounts without taking custody of client login credentials. Compared with many team advisers, Audible Wealth is notable for operating as the sponsor and portfolio manager of a wrap-fee program through which it delivers all portfolio management services. It also offers educational seminars and trainings free of charge and provides bill-pay services via third‑party software, while retaining the ability to use borrowing/margin within managed accounts—features that are less common among similar-sized team firms.
To learn more about the advisors currently working at Audible Wealth Management, 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 |
|---|---|---|
Silver Spring, MD
| 1
| |
Silver Spring, MD
| 13
| |
Silver Spring, MD
| 9
| |
Silver Spring, MD
| 8
|
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