A complete list of active advisors currently associated with Candor Wealth Management, LLC

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

Candor Wealth Management is an independent registered investment adviser that provides ongoing portfolio management and financial planning to individual and high‑net‑worth clients. The firm creates individualized Investment Policy Statements and charges asset‑based fees for discretionary portfolio management; it reports discretionary assets under management of roughly $86.8 million. The firm generally employs fundamental analysis and manages accounts on a discretionary basis, using a range of strategies from long‑term investing to short‑term trading, including margin, options, and short sales. It also offers direct indexing and may recommend concentrated positions where appropriate, and it discloses and documents material risks associated with these strategies in client files. Compared with many peers, the firm combines several uncommon features: it is affiliated with insurance activities through its principal, who is a licensed insurance agent and may receive commissions for insurance product sales (a disclosed conflict of interest), and it facilitates securities‑backed lines of credit (SBLOCs) for clients while documenting related conflicts and risks. The firm also uses AI tools for analysis and to record/transcribe meetings (clients may opt out), a mix of services and tools that is less typical among independent advisers.

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