A complete list of active advisors currently associated with Blakely Walters Wealth Management

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

The firm serves individuals (including high-net-worth clients), trusts, estates, charitable organizations, and corporate or business clients. It provides wealth management — a combination of discretionary asset management and financial planning — and also offers standalone planning and employer-focused financial wellness services through an affiliated business. The firm typically manages client accounts on a discretionary basis and documents client goals and restrictions to tailor investment programs. Investment decisions draw on fundamental, technical, and cyclical analysis and can include alternative investments and derivative strategies; the firm may also appoint sub‑advisors and further delegate portfolio management when appropriate. Noteworthy features include that several of the firm’s advisors are dually registered as broker‑dealer representatives and as insurance agents, and the brochure discloses that advisors and the firm receive external compensation and broker‑dealer incentives — a structure the firm identifies as a potential conflict of interest. The combination of employer‑education affiliations, routine use of sub‑advisors, and willingness to use more complex investments distinguishes the firm from many similarly sized advisory teams.

To learn more about the advisors currently working at Blakely Walters 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.