A complete list of active advisors currently associated with Casey Wealth Management, Inc.

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

Casey Wealth Management, Inc., founded in 2002, provides financial planning, consulting, and investment management primarily to individual clients and, occasionally, pension and profit-sharing plans. As of January 31, 2026, the firm reports approximately $44.5 million in non-discretionary assets under management across 350 accounts and charges asset-based (percentage-of-AUM) fees for investment management and hourly fees for financial planning. The firm employs fundamental security analysis and generally follows a buy-and-hold approach across equities, corporate debt, mutual funds, variable annuities and U.S. government securities, while retaining the flexibility to engage in short-term trading when warranted. CWMI provides non-discretionary services (the brochure states the firm has no discretionary accounts), conducts quarterly portfolio reviews, and contacts ongoing advisory clients at least annually to reassess objectives. Notably, CWMI reports that its assets are managed on a primarily non-discretionary basis and that it does not focus on high‑net‑worth clients, which differs from many peers in this category. The firm’s registered personnel are also licensed insurance agents (each spending about 10% of their time on insurance sales), and CWMI participates in an institutional custody program that provides certain research, trading and operational benefits that can influence custody and execution arrangements.

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