A complete list of active advisors currently associated with Continuum Wealth Advisors, LLC

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

Continuum Wealth Advisors is an SEC-registered advisory team that manages roughly $345.6 million for individuals, high net worth clients, trusts, estates and retirement plans. The firm offers comprehensive wealth management including discretionary and non-discretionary portfolio management, financial planning, and employer-sponsored plan services. The firm describes a primarily long-term, fundamental-analysis approach and constructs customized portfolios using mutual funds, ETFs, individual securities and, when appropriate, third‑party Independent Managers that Continuum selects and oversees. Continuum also manages held-away participant accounts via a third‑party platform, conducts periodic rebalancing, and generally places custody and execution through an institutional Schwab relationship. Compared with many peers, Continuum is affiliated with an in‑house tax preparation entity (Continuum Tax Advisors, LLC), an arrangement disclosed in the brochure and noted as a potential conflict of interest because owners partially own that entity. The firm also discloses that some advisory personnel are licensed insurance professionals and that it uses client testimonials in advertising — practices that are less common among similar multi-advisor teams.

To learn more about the advisors currently working at Continuum Wealth Advisors, 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.