A complete list of active advisors currently associated with Core Partners

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

Core Partners provides financial planning, investment management, retirement‑plan consulting, and business consulting to individuals (including high‑net‑worth clients), small businesses, foundations, and pension and profit‑sharing plans. The firm manages assets on both a discretionary and non‑discretionary basis—reporting roughly $43.6 million discretionary and $1.54 million non‑discretionary as of December 31, 2025—and typically charges asset‑based advisory fees for ongoing management. The firm implements advice primarily by selecting third‑party institutional managers through an institutional advisor platform and recommending diversified, asset‑class allocations using no‑load or low‑cost funds and model portfolios informed by efficient‑market and behavioral‑finance research. Clients undergo an initial discovery and risk‑profile process, receive a written financial plan if engaged for planning, and have portfolios reviewed at least quarterly with the option of wrap‑fee manager programs or direct billing. A noteworthy distinction is that Core Partners is a registered insurance agency and its advisory representatives are licensed insurance agents who may recommend commission‑paying insurance products for risk‑management or estate‑planning purposes; the brochure discloses this as a potential conflict of interest. The firm also does not vote client proxies or forward proxy materials and explicitly acknowledges a fiduciary role to plan sponsors under ERISA Section 3(21) while not acting as a Section 3(38) discretionary fiduciary for ERISA plan assets.

To learn more about the advisors currently working at Core Partners, 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.