A complete list of active advisors currently associated with Candent Capital, LLC

Warmer can help you find a great advisor at Candent Capital, LLC or one who fits your needs even better.

Candent Capital, LLC is an independent, fee‑only advisory firm led by a single principal that serves individuals, high‑net‑worth clients, trusts, estates, charitable organizations, and businesses, with a stated specialty in mid‑ and late‑career professionals preparing for retirement or life transitions. The firm provides wealth management and financial consulting and also offers educational seminars and speaking engagements for groups. The firm describes a planning‑centric process that begins with a written financial plan and an investment policy statement before implementing discretionary portfolio management; clients work one‑on‑one with a CFP® professional and a CFA® charterholder for plan development and portfolio oversight. Investment strategy emphasizes long‑term, core‑satellite portfolios that prioritize diversification, low cost, tax efficiency, and a blend of fundamental and quantitative analysis. Noteworthy features relative to many solo independent advisers include the firm’s recurring public educational seminars and speaking engagements, which the brochure describes as purely educational rather than individualized advice. The firm also discloses use of certain institutional‑access mutual funds (e.g., Dimensional) that can affect post‑termination purchases and notes that it honors pre‑existing client agreements, which can lead to different fee arrangements for similarly situated clients.

To learn more about the advisors currently working at Candent Capital, 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.