A complete list of active advisors currently associated with Blue Ridge Wealth Planners

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

Blue Ridge Wealth Planners provides discretionary asset management and ongoing, goals‑based financial planning to individual and high‑net‑worth clients, delivering portfolio management primarily through a sub‑advisory platform. The firm’s services include integrated wealth management with planning included in its asset‑based advisory relationship, wrap‑fee program options, retirement rollover recommendations, and periodic educational workshops and seminars. Investment decisions are guided by the firm’s proprietary Great Valley model strategies, which use diversified mutual funds and ETFs as primary building blocks and, in limited cases, interval funds or other alternative real‑asset exposures; Blue Ridge may also select third‑party advisers on the sub‑advisory platform for portions of client accounts. The firm generally manages accounts on a discretionary basis, implements models through a sub‑adviser that provides trading and rebalancing, and uses strategic and tactical allocation techniques across its model suite. Noteworthy distinctions include a formal client communications program—regular newsletters, seminars, and occasional paid workshops—and that many advisors also act as licensed insurance agents, spending a material portion of their time on insurance sales and receiving commission and IMO‑related incentives. The brochure discloses related‑party relationships (including an IMO with ties to the sub‑advisory platform and ownership interests tied to the firm’s leased office space) and describes procedures the firm uses to identify and manage the conflicts those arrangements create.

To learn more about the advisors currently working at Blue Ridge Wealth Planners, 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.