A complete list of active advisors currently associated with Code Waechter LLC

Warmer can help you find a great advisor at Code Waechter LLC or one who fits your needs even better.

Code Waechter LLC advises individuals, high-net-worth clients, families, trusts, and select institutional clients through financial planning and discretionary asset management. The firm also provides standalone planning engagements and implements recommendations for clients who choose to become asset management clients. Investment decisions are typically guided by written financial plans and proprietary investment models, using fundamental analysis and a mix of active and passive strategies; the firm also may allocate to third‑party managers when appropriate. Reviews are conducted regularly and CW can manage accounts on a discretionary basis, with procedures for non‑discretionary instructions when required. A notable distinguishing feature is that several professionals at the firm are separately licensed as independent insurance agents and may receive commissions for insurance and employee-benefit products, a practice less common among similar team firms; CW discloses this potential conflict and maintains a Code of Ethics and disclosure practices to address it. The firm also assists business owners with group and voluntary employee benefits and uses custodial and operational services from a major institutional custodian to support trading, reporting, and back‑office functions.

To learn more about the advisors currently working at Code Waechter 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.