A complete list of active advisors currently associated with Consilium Wealth Advisory, LLC

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

Consilium Wealth Advisory serves primarily individual and high‑net‑worth clients, as well as some corporate and business entities, providing discretionary and non‑discretionary asset management, financial consulting, and project‑based business valuation and research. Services also include a proprietary Consilium Core equity portfolio, comprehensive wealth advisory tasks (tax planning coordination, estate and philanthropy assistance), and employer financial wellness offerings. The firm’s investment process is documented through client‑specific Investment Policy Statements and combines quantitative and qualitative security analysis using sources such as Bloomberg, Morningstar and industry research; portfolios are monitored and managed on an ongoing basis with the option to delegate portions of assets to other advisers when appropriate. Consilium may aggregate assets under management and assets under advisement for implementation and fee breakpoint purposes, and it provides written fiduciary acknowledgements when advising retirement accounts. Noteworthy distinctions include the firm’s in‑house family wealth stewardship practice—covering family governance, mission statements, storytelling, leadership training and philanthropy—which is less common among comparable teams, and a dedicated financial wellness program sold to employers. The firm also has an uncommon affiliation: a managing member maintains a role with another registered investment adviser and may, from time to time, offer clients services or products through that outside capacity, a relationship the firm discloses and permits clients to accept or decline.

To learn more about the advisors currently working at Consilium Wealth Advisory, 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.