A complete list of active advisors currently associated with Cromwell Investment Advisory, LLC

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

Cromwell Investment Advisory, LLC provides investment supervisory services and financial planning primarily to individual clients. The firm offers ongoing portfolio management and one‑time or hourly financial planning, advising across mutual funds, equities, fixed income, ETFs, REITs and options. The firm documents client objectives in an Investment Policy Statement and typically operates with discretionary trading authority, using both charting and fundamental analysis to guide decisions. Its trading toolkit includes long‑ and short‑term strategies as well as options writing, short sales and margin, and it aggregates trades (block trading) through its chosen custodian. A distinctive feature of the firm is its integration with a tax and accounting practice; the advisory business is affiliated with and operated alongside accounting services, and the principal is a licensed CPA — an arrangement that is uncommon among independent advisory firms. The adviser also maintains a securities registration at a broker‑dealer but discloses it will not sell commissionable products, and the firm manages client assets directly rather than using third‑party managers.

To learn more about the advisors currently working at Cromwell Investment 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.