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

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

Cambria Wealth Management serves individuals, trusts, estates, charitable organizations and business entities, providing fee-based investment advisory services and financial planning. The firm offers custom, discretionary portfolio management alongside tailored financial planning that can address retirement, tax optimization, cash flow, estate planning and asset protection. The firm follows a tactical allocation strategy intended to reduce risk and seek improved performance, drawing on fundamental, technical and cyclical analysis. Portfolios may be implemented across a wide range of instruments — including listed equities, mutual funds, fixed income, options, short sales and margin transactions — and are monitored continuously with at least annual client reviews. Distinctive features include a compact advisory team managing roughly $116 million for about 105 clients while operating as an SEC-registered adviser, and an emphasis on in-house, active management rather than outsourced third‑party managers (the brochure notes the firm removed the option to delegate management). The firm also offers fixed-fee planning engagements, notes that its investment adviser representatives hold insurance licenses (currently without commission-based compensation), and leverages institutional custody and support from a major custodian.

To learn more about the advisors currently working at Cambria 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.