A complete list of active advisors currently associated with Cassia Capital Partners LLC

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

Cassia Capital Partners provides discretionary investment management, financial consulting, sub‑advisory services and participant account management for individuals (including high‑net‑worth clients), trusts, endowments, foundations and business entities. The firm manages roughly $251 million in discretionary assets and serves both individual and institutional clients. The firm typically builds customized, primarily long‑term portfolios using ETFs, mutual funds, individual stocks and bonds and, when appropriate, alternative strategies such as hedge funds, private equity and cryptocurrency ETFs; its research process emphasizes fundamental analysis supplemented by cyclical and risk‑based methods. Cassia conducts regular account reviews, may employ independent managers, and provides institutional‑style reporting — including monthly performance reports and ad‑hoc/daily summaries with benchmark comparisons — while using third‑party platforms (including Pershing and Pontera) to implement and monitor held‑away participant accounts. Compared with many similarly sized team firms, Cassia is notable for disclosing and advertising both hypothetical performance and actual performance results and for offering advisory‑only investment services and sub‑advisory model strategies to other advisors. The combination of institutional reporting, held‑away participant management via a third‑party access platform, and willingness to include alternative and crypto exposures distinguishes its service set from many peers.

To learn more about the advisors currently working at Cassia Capital Partners 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.