A complete list of active advisors currently associated with Celadon Managed Wealth

Warmer can help you find a great advisor at Celadon Managed Wealth or one who fits your needs even better.

Celadon Managed Wealth provides investment advisory services to individual clients — including high‑net‑worth individuals — as well as pension and profit‑sharing plans, trusts, estates and other business entities. The firm offers continuous asset management, written financial planning and retirement plan consulting that includes investment selection, due diligence and participant education. The firm uses fundamental and technical analysis across mutual funds, ETFs, exchange‑listed and OTC securities and options, with both long‑ and short‑term strategies and occasional option writing. Uncommonly for its peer group, Celadon reports that essentially all client assets are managed on a non‑discretionary basis (the ADV discloses $0 discretionary and about $79.7 million non‑discretionary as of December 31, 2025), so advisers contact clients before implementing trades. Celadon is a small, supported registered adviser overseeing a material amount of assets while combining retirement plan fiduciary consulting with individualized participant advice and plan monitoring. Operationally the firm requires custody at Schwab Institutional, does not aggregate or “block” trades, does not vote client proxies, and discloses potential conflicts tied to rollovers to IRAs and separate insurance commissions.

To learn more about the advisors currently working at Celadon Managed Wealth, 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.