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

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

Cone Wealth Management is a solo, owner‑managed advisory firm that provides discretionary and non‑discretionary portfolio management, fixed‑fee financial planning, and consulting to individuals and plan sponsors. The firm generally works with clients at or above its $100,000 account minimum and also offers ERISA plan services to qualified retirement plans as a limited‑scope 3(21) fiduciary. The firm’s investment process emphasizes asset allocation and security analysis (fundamental, technical, and cyclical) and may employ sub‑advisors to manage all or portions of client portfolios while retaining overall oversight. Cone Wealth Management documents client objectives, delivers financial plans (typically within 90 days), and performs quarterly account reviews to monitor suitability, rebalancing, and tax‑loss harvesting opportunities. A distinctive feature of the firm is that the principal also operates as a licensed insurance agent and spends roughly 30% of his time on that activity, a relationship the brochure discloses as a potential conflict of interest. The firm’s explicit pension consulting services — including IPS development, selection and monitoring of plan investment options, and exclusion of certain non‑public or employer securities from plan coverage — further mark an uncommon dual focus on both individual wealth management and institutional retirement‑plan advisory.

To learn more about the advisors currently working at CONE 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.