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

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

Confianza Wealth Management provides investment management, financial planning, and retirement plan consulting to a small client base of individuals and employer-sponsored plans, managing roughly $692,000 across 14 client relationships. The firm operates on a fee-only basis and typically manages client accounts on a discretionary basis, occasionally engaging third-party outside managers and model portfolios. The adviser develops individualized investment policies and asset allocation targets through ongoing client discussions, using a mix of passive and active strategies with holdings such as stocks, bonds, ETFs, and mutual funds. It documents plans in writing, monitors accounts at least quarterly, and allows clients to impose reasonable investment restrictions while coordinating with outside managers where appropriate. What is noteworthy is that, despite being a single-advisor, low‑AUM practice, the firm provides retirement plan consulting services to plan sponsors — including investment policy design, investment reviews, fee analysis, participant education, and vendor searches — a service relatively uncommon for firms of this size. The firm also offers tiered ongoing financial planning (Starter, Advanced, Ultimate) and project-based engagements and includes CFP®-level planning expertise in its service mix.

To learn more about the advisors currently working at Confianza 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.