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

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

The firm provides discretionary asset management and financial planning and consulting to individuals, high‑net‑worth individuals, and corporate clients, managing about $59.0 million in discretionary assets across roughly 160 client relationships. Services include tailored portfolios using individual stocks, bonds, ETFs, options and mutual funds, plus planning areas such as retirement, estate, charitable and education planning, corporate and personal tax planning, real estate analysis, and cost segregation studies. The firm delivers individualized portfolio management with at least quarterly reviews, uses fundamental analysis and both long‑ and short‑term purchase strategies, and requires client authorization for investment discretion to implement those strategies. It also sponsors a wrap fee program—managed on the same basis as non‑wrap accounts—and uses LPL Financial for custody, trade execution and related research and operational support. Distinctive features relative to peers include acting as a wrap fee program sponsor and explicitly serving corporate/business clients, with planning services that reference corporate structure and cost segregation work uncommon among similar independent advisers. The firm’s supervised persons are registered representatives and licensed insurance agents who may offer commissionable products, and the brochure discloses personal trading controls and a Code of Ethics to address potential conflicts.

To learn more about the advisors currently working at Caviness 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.