A complete list of active advisors currently associated with Bormann Wealth Management, LLC
Warmer can help you find a great advisor at Bormann Wealth Management, LLC or one who fits your needs even better.
Bormann Wealth Management is a small independent advisory firm that serves individuals, high‑net‑worth clients, and small businesses with comprehensive financial planning and ongoing portfolio management. In addition to broad retirement, tax‑aware, and estate planning, the firm offers modular services such as employee‑benefit reviews, education planning, divorce planning, and business consultation. The firm’s investment process blends fundamental, technical, and cyclical analysis and uses a mix of ETFs, individual equities, and fixed‑income instruments, employing strategies such as modern portfolio theory, buy‑and‑hold, core‑plus‑satellite, and tactical momentum/technical approaches. Client objectives are documented in written investment guidelines and accounts are managed on both discretionary and non‑discretionary bases, with portfolio rebalancing and trade aggregation handled through its custodial/trading platform. Distinctive features include a very small client base and assets under management and a principal with advanced academic and professional credentials in economics and financial planning, which the firm cites as informing its analytical approach. The firm relies on a particular custody/trading provider and participates in that provider’s client‑matching/referral program—an arrangement that involves referral and platform‑related payments and a contractual obligation if matched clients are moved off the platform—and the firm does not vote client proxies on clients’ behalf.
To learn more about the advisors currently working at Bormann 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.
Name |
Location |
Years of experience |
|---|---|---|
Spokane, WA
| 10
|
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