A complete list of active advisors currently associated with Compound Wealth, Advisory and Tax LLC

Warmer can help you find a great advisor at Compound Wealth, Advisory and Tax LLC or one who fits your needs even better.

Compound Wealth, Advisory and Tax LLC provides wealth management, portfolio management, and comprehensive financial planning to individuals, high‑net‑worth clients, trusts, estates and businesses, and also works with retirement plans. The firm offers standalone planning engagements and coordinates tax and accounting services through an affiliated tax/accounting practice. Advice is tailored to client objectives and can be delivered on a discretionary or non‑discretionary basis; the firm reports managing about $42.8 million in discretionary client assets across roughly 81 client relationships and conducts at least annual reviews. Compound Wealth uses a mix of fundamental and technical analysis, institutional funds, ETFs, third‑party managers and third‑party technology and reporting vendors to construct and monitor portfolios. What distinguishes the firm is its affiliation with an owner‑controlled tax and accounting practice, which allows integrated referrals and creates an identifiable conflict of interest since the affiliate may be recommended; clients are not required to use the affiliate. The firm also documents ERISA‑focused services (non‑discretionary 3(21) consulting and discretionary 3(38) implementation, model portfolios and QDIA support for plan sponsors) and its advisory personnel hold insurance licenses that may result in commission‑based compensation.

To learn more about the advisors currently working at Compound Wealth, Advisory and Tax 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.