A complete list of active advisors currently associated with Corwin Company LLC

Warmer can help you find a great advisor at Corwin Company LLC or one who fits your needs even better.

Corwin Company LLC serves individuals, high‑net‑worth clients, corporations, and charitable entities, providing financial planning, portfolio management, and 529‑plan management. It delivers advisory services both directly and through participation in multiple LPL Financial–sponsored programs, including wrap fee accounts and model/algorithm‑based managed solutions. The firm constructs individualized asset allocation plans using fundamental analysis and tactical rebalancing, with an emphasis on long‑term holdings when appropriate and the ability for clients to impose account‑level restrictions. Services are offered on discretionary and non‑discretionary bases, with monthly portfolio reviews and at least annual client meetings. Distinctive for a solo independent adviser, the firm’s representatives are dually registered as broker‑dealer registered representatives with LPL and also act as independent insurance agents, and the firm operates a wrap fee program—arrangements the brochure discloses as creating potential conflicts (for example, commissions on insurance sales and shared program fees with LPL). The firm’s extensive use of LPL as program sponsor, custodian, and provider of model portfolios (including an algorithmic managed service) and its insurance affiliation set its operating model apart from many peers that do not maintain broker‑dealer registration or sponsor wrap programs.

To learn more about the advisors currently working at Corwin Company 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.