A complete list of active advisors currently associated with Brucker Wealth

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

Brucker Wealth is a fee-only, independent advisory firm run by a single CFP®-credentialed advisor that provides discretionary investment management, ongoing and project-based financial planning, and tax-coordination support. The firm reports $6,863,225 in assets under management across 11 client relationships and also assists with held-away accounts and implementation through third‑party managers. Its investment process is organized around asset-allocation and primarily passive management using stocks, bonds, mutual funds, and ETFs, while also employing separately managed accounts, outside managers and model portfolios (including participation in the Altruist Model Marketplace). The firm may recommend alternative investments when appropriate, uses both fundamental and technical methods in analysis, and accepts reasonable client‑imposed restrictions on portfolios. Compared with many solo independent advisers, Brucker Wealth discloses the use of client testimonials in its advertising and appears to concentrate on high‑net‑worth individuals and corporate/business clients rather than retail non‑HNW individuals. The firm also notes a practice of absorbing tax-preparation fees for clients with at least $2,000,000 under management who use its recommended provider, and the sole advisor maintains an insurance license (not used to sell products) and service on a small nonprofit board.

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