A complete list of active advisors currently associated with Authentic Wealth Partners LLC

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

The firm provides investment advisory and financial planning services to individuals, high‑net‑worth clients, trusts, estates and businesses, and also serves as a fiduciary for retirement plans through ERISA-focused plan advisory engagements. In addition to ongoing portfolio management and project-based financial planning, the firm offers retirement plan oversight and participant education as part of its pension consulting services. The advisor constructs customized, primarily long‑term portfolios using low‑cost, diversified mutual funds and exchange‑traded funds, applying internal due diligence and both fundamental and technical analysis to implement discretionary strategies. It discloses a bundled wrap‑fee option that includes transaction costs and typically directs custody and execution to an institutional custodian with which it maintains a platform relationship. Notably, the firm — though small and SEC‑registered recently — is not structured as a solo practitioner and maintains additional staff support, which is less common among independent advisors. Its combination of formal 3(21)/retirement plan consulting, licensed insurance activities conducted separately from advisory engagements, and the availability of both fixed‑scope planning and a wrap program makes its service mix distinctive among peers.

To learn more about the advisors currently working at Authentic Wealth Partners 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.

Name
Location
Years of experience
Bobbie Bascombe profile photo Bobbie Bascombe
Culpeper, VA
22
Warmer team member

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