A complete list of active advisors currently associated with Culbreth Wealth Management

Warmer can help you find a great advisor at Culbreth Wealth Management or one who fits your needs even better.

Culbreth Wealth Management provides discretionary asset management and financial planning to individuals and high‑net‑worth households and also works with corporate and institutional clients, including pension and profit‑sharing plans. The firm’s services include custom portfolio management, financial planning, pension consulting and implementation, and operation of a wrap‑fee program that can consolidate advisory and execution services. The firm’s investment process is centered on asset‑allocation strategies and may employ a wide range of instruments—listed equities and fixed income, mutual funds and ETFs, private placements, securitized 1031 exchanges (DSTs), partnerships/LLCs in real estate or oil and gas, and interval funds—using both cyclical and technical analysis alongside long‑ and short‑term trading. It also uses third‑party platforms to connect and manage held‑away retirement accounts and, where suitable, may recommend tax‑advantaged alternatives such as solar development projects and promissory notes. What is distinctive is the firm’s set of institutional and pension‑level offerings uncommon for a solo independent adviser: affiliation with related private fund vehicles, active pension plan consulting and plan sponsor implementation, portfolio management for institutional clients, and sponsorship of a wrap‑fee program. Those arrangements can create potential conflicts of interest—for example, ownership ties to private funds and retrocession payments from certain third‑party note issuers—which the firm discloses and seeks to manage through its compliance policies and by making alternative investments optional for clients.

To learn more about the advisors currently working at Culbreth Wealth Management, 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.