A complete list of active advisors currently associated with Cademuir Wealth Management

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

Cademuir Wealth Management provides asset management and advisory services to retirement plans, pension and profit‑sharing plans, trusts, small businesses, and similar institutional clients, and also offers financial planning and recommendations for third‑party managers. The firm operates with a two‑advisor team and, per its Form ADV, reported no assets under management as of December 31, 2025. The firm describes a fiduciary approach that tailors portfolios to clients’ objectives and risk tolerances, using methods such as fundamental analysis and modern portfolio theory and offering both discretionary and non‑discretionary arrangements. For plan sponsors, Cademuir may serve as a limited‑scope ERISA 3(21) advisor, assist with investment policy development and monitoring, and provide participant education and group enrollment meetings. What distinguishes the firm from many peers is its combination of pension consulting and participant education with insurance brokerage activity: principals are licensed insurance agents who spend a material portion of their time on insurance services and may receive commissions, and the firm discloses it may receive referral fees for recommending third‑party managers. The brochure notes these practices as potential conflicts of interest that the firm says it addresses through disclosures, policies, and its fiduciary obligations.

To learn more about the advisors currently working at Cademuir 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.