A complete list of active advisors currently associated with Chatham Wealth Management. LLC
Warmer can help you find a great advisor at Chatham Wealth Management. LLC or one who fits your needs even better.
Chatham Wealth Management, LLC is a fee‑only, independent registered investment adviser operating as a solo practitioner. It manages roughly $6.0 million in discretionary assets for a small client base (about 10 clients) and provides investment management, financial planning, and retirement plan consulting to individuals and employer plan sponsors. The firm delivers continuous, discretionary portfolio management and ongoing financial planning tailored to clients’ objectives, risk tolerance, and tax considerations, including written financial plans and periodic account reviews. Investment work generally focuses on stocks, bonds, mutual funds, ETFs, and cash equivalents and may combine passive and active strategies, with the option to incorporate socially responsible investments when requested. Distinctive aspects include that the firm offers its investment management exclusively through a wrap fee program, a structure that is uncommon among independent advisers and is noted as the firm’s sole account format. The firm also provides retirement plan consulting to employer plan sponsors and may act in an ERISA fiduciary capacity, and operates at a small scale as a single‑advisor practice whose principal reports part‑time non‑financial employment outside the advisory business.
To learn more about the advisors currently working at Chatham 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.
Name |
Location |
Years of experience |
|---|---|---|
Mclean, VA
| 29
|
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