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

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

CHF Wealth Management provides financial planning, portfolio construction, asset management and access to independent money managers for a mix of individuals and institutional-type clients, including pension and profit-sharing plans, trusts, estates, charitable organizations and business entities. The firm describes its managed account programs as an ongoing process that begins with a Risk Profile Questionnaire and results in an Investment Policy Statement and a designated portfolio type (Ultra‑Conservative through Aggressive Growth). CHF’s investment process emphasizes an initial Risk Profile and IPS, implementation through individual securities, mutual funds, ETFs and, where appropriate, selected Independent Managers, and periodic monitoring with portfolio adjustments as needed. Accounts are reviewed on a quarterly schedule and the ADV notes that reviews and reports are often completed without active client participation. The ADV discloses an uncommon structural feature: the firm is under common control with an affiliated accounting practice, and several executive officers have ownership roles in that CPA firm, a relationship the brochure identifies as a potential conflict of interest while also noting clients are under no obligation to use the affiliated firm. The brochure also highlights that CHF provides advice on a periodic (typically quarterly) basis and does not report regulatory assets under management, a practice profile that differs from many comparable team firms.

To learn more about the advisors currently working at CHF 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.