A complete list of active advisors currently associated with Chisholm Wealth Management

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

Chisholm Wealth Management serves individual clients — including high‑net‑worth households — as well as pension and profit‑sharing plans, charitable organizations, and businesses. The firm offers discretionary investment management, ongoing and project‑based financial planning, retirement plan consulting, and educational seminars. The firm constructs client portfolios using strategic and tactical asset allocation and a mix of passive and active strategies informed by modern portfolio theory, and may include stocks, bonds, mutual funds, ETFs, buffered ETFs, and structured notes. It typically manages accounts on a discretionary basis, develops written investment policies with clients, and will engage or recommend third‑party Outside Managers to implement specific strategies while retaining oversight. What distinguishes Chisholm from many peers is its formal network and referral relationships — including ongoing arrangements with Indyfin and Zoe Advisor Network — and its routine use of Outside Managers, reflecting a level of affiliation and external adviser coordination that only a small share of supported firms report. The firm operates as a fee‑only fiduciary with a compact two‑advisor support model overseeing roughly 100+ client households, provides ERISA 3(21)/3(38) retirement plan services, and has implemented standing letter of authorization (SLOA) capabilities with its custodian.

To learn more about the advisors currently working at Chisholm Wealth Management, 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.