A complete list of active advisors currently associated with Collective Wealth Partners, LLC

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

Collective Wealth Partners is a wealth management firm that advises individuals, high‑net‑worth clients, families, trusts, and small businesses with comprehensive, goals‑based financial planning, investment management (discretionary and non‑discretionary), retirement plan advisory, and estate planning services. The firm also offers limited consultations and coordinates implementation with third‑party investment managers and custodians as part of its service offerings. The firm builds customized portfolios using individual stocks, mutual funds, and ETFs and may incorporate fixed income, REITs, and private investments such as private credit and private equity when appropriate for a client’s circumstances. It performs due diligence on private placements, monitors ongoing performance and operational reports, and recommends and oversees third‑party model and managed‑portfolio platforms to align investments with client objectives and risk tolerance. What distinguishes the firm from many peers is its practice of running employee financial‑wellness programs and educational counseling, including seminars and workshops that specifically address financial issues affecting women and minorities — services that are relatively uncommon among comparable team firms. It also provides business‑focused offerings such as Fractional CFO services for entrepreneurs and uses a third‑party digital estate‑planning platform, while disclosing affiliated adviser relationships and reciprocal referral arrangements as part of its governance.

To learn more about the advisors currently working at Collective Wealth Partners, 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.