A complete list of active advisors currently associated with Capital Narrative Wealth Management

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

The firm provides financial planning and investment management to individuals and high-net-worth individuals on a fee-only basis. Services include ongoing and project-based financial planning and non-discretionary portfolio management across stocks, bonds, mutual funds, ETFs, municipal securities, and cash equivalents, with no stated account minimum. The adviser develops client-specific investment policies through personal discussions, then implements a mix of passive and active strategies with an emphasis on asset allocation; it uses both fundamental and technical analysis and can incorporate socially responsible (ESG) approaches at a client’s request. Accounts are typically managed with a long-term orientation, reviewed quarterly, and trades are executed only with client approval under the firm’s non‑discretionary authority framework. A distinguishing feature is that the firm’s principal is a licensed CPA who also contracts to provide accounting services (approximately 20% of her time during trading hours), an arrangement the brochure notes is separate from the advisory business and not investment-related. The firm is newly formed (December 2025, registered 2026) and reported $0 in discretionary and non‑discretionary assets under management as of February 16, 2026, reflecting an early-stage solo practice that does not aggregate or block trades and does not vote client proxies.

To learn more about the advisors currently working at Capital Narrative 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.