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

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

Cherry Wealth Management provides discretionary portfolio management, comprehensive financial planning, and ongoing wealth-management services to individuals and families — including high-net-worth clients — as well as small business owners, retirement investors, and families involved in travel sports. Its planning services cover retirement, tax-efficient strategies, estate coordination, cash-flow modeling, and dedicated savings approaches for travel-sports expenses. The firm describes a goals-based, long-term investment approach that combines fundamental, quantitative (including Modern Portfolio Theory) and qualitative analysis, typically using low-cost passive funds as a core with modest tactical overlays and tax-aware implementation. Accounts are generally managed on a discretionary basis under written investment policy statements, with regular monitoring, rebalancing, and periodic tax-loss harvesting. Notable features disclosed in the brochure include that the founder and chief investment officer is licensed to sell insurance products and that insurance sales may generate commissions, with procedures described to disclose and manage that potential conflict of interest. The firm also offers both fixed-fee comprehensive plans and hourly planning arrangements, is newly established with no client assets under management at the brochure date, and emphasizes a niche focus on travel-sports families informed by the founder’s background in data, technology, and sports officiating.

To learn more about the advisors currently working at Cherry 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
Brian Kirschbaum	Lebanon, IN	0

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