A complete list of active advisors currently associated with Birath Wealth Management, LLC

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

The firm serves individual and high‑net‑worth clients, as well as trusts, estates, corporations and municipalities, offering ongoing portfolio management and related financial planning. Portfolio management clients receive a written Investment Policy Statement tailored to their income, tax, and risk profile, and financial planning is offered to portfolio clients at no additional fee. Birath Wealth Management constructs portfolios using fundamental analysis across mutual funds, equities, bonds, ETFs and REITs and employs both long‑ and short‑term trading consistent with each client’s IPS and risk tolerance. The firm typically acts with discretionary trading authority, provides at least quarterly account reviews and reports, and may direct clients to third‑party managers for portions of assets. A distinctive feature is that one of the firm’s representatives is also a certified public accountant who may provide accounting advice to clients outside the advisory services, with disclosed seasonal time commitments (up to about 30 hours/week during January–mid‑April and lower hours thereafter). The firm also discloses a fee‑sharing arrangement when it directs clients to the third‑party portfolio manager Elgethun Capital Management and states it evaluates and discloses that relationship to address the resulting conflict of interest.

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