A complete list of active advisors currently associated with C&D Wealth Advisors

Warmer can help you find a great advisor at C&D Wealth Advisors or one who fits your needs even better.

C&D Wealth Advisors provides personalized, fee-only investment management and financial-planning services to individuals, trusts, estates, charitable organizations, business entities, and pension and profit-sharing plans. Services described in the brochure include determination of financial objectives, cash-flow management, retirement and education planning, investment management, and estate-planning consultation. The firm primarily manages assets on a discretionary, percentage-of-AUM basis and follows a long-term, low-turnover strategic allocation that centers on a core equities approach supplemented by ETFs, mutual funds, fixed income, and covered options. It conducts periodic reviews (at least quarterly), may engage sub-advisers for ETF and mutual fund sleeves, and places trades through custodians selected by clients. Noteworthy for a firm of its size, C&D maintains an affiliation with another registered investment adviser whose personnel manage certain firm accounts while also being employed by an external advisory firm, and it contracts with sub-advisers and third-party mutual-fund advisors with fee-sharing arrangements. The firm also serves a broader set of organizational and institutional client types than is typical for peers and uses an institutional custody/platform relationship that provides technology, research, and back-office services.

To learn more about the advisors currently working at C&D Wealth Advisors, 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.