A complete list of active advisors currently associated with Conscious Capital

Warmer can help you find a great advisor at Conscious Capital or one who fits your needs even better.

Conscious Capital serves individual clients, including high-net-worth households, as well as retirement plans and other institutional clients, providing comprehensive financial planning, tax and estate planning, retirement-plan consulting, and discretionary portfolio and wealth management. The firm also offers standalone planning, manager due diligence, and occasional educational seminars as part of its service mix. The firm generally manages portfolios on a discretionary basis and combines fundamental and technical analysis with Modern Portfolio Theory to construct long-term strategic allocations, often using a core-satellite framework; it also offers socially conscious (ESG) portfolio options and may employ options strategies to address concentrated positions. Conscious Capital refers clients to outside managers when appropriate, conducts ongoing due diligence on those managers, and implements client accounts through a third-party advisor platform and custodian arrangement. What is distinctive about Conscious Capital for a firm of its size is that it participates as a wrap-fee program sponsor and receives referrals through the Betterment Advisor Network and other solicitors—an arrangement that provides platform support services and is uncommon among similarly sized supported firms. The firm is also affiliated with an insurance agency and its principal is a licensed insurance producer, which leads the firm to advise on and manage held-away insurance and annuity contracts in addition to traditional custodial assets; the principal’s active roles in academia and financial-technology product development are additional atypical features.

To learn more about the advisors currently working at Conscious Capital, 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.