A complete list of active advisors currently associated with Cultivate Financial Wellness, LLC

Warmer can help you find a great advisor at Cultivate Financial Wellness, LLC or one who fits your needs even better.

The firm provides comprehensive financial planning and discretionary investment management primarily for individual and high‑net‑worth clients, and also works with employer plan sponsors on retirement plan consulting and participant education. It offers divorce financial planning through an affiliated practice and conducts educational seminars and speaking engagements on financial topics. Investment advice is guided by Modern Portfolio Theory with a strategic buy‑hold‑and‑rebalance approach, and portfolios are managed to align with clients’ objectives, risk tolerance, and tax considerations when discretionary authority is granted. Financial planning work integrates cash‑flow analysis, retirement projections, tax and estate considerations, and risk management, and the firm also accepts pension and profit‑sharing plan clients as part of its consulting services. Noteworthy aspects include the affiliated divorce planning service and the firm’s delivery of pension/retirement plan consulting—services that are less common among similar independent firms—and a licensed insurance producer on staff who explains coverage without selling or receiving commissions. The principal’s CFP, CDFA and behavioral finance credentials support the practice, and the firm uses a third‑party scrivener for estate document preparation while offering paid and occasional pro‑bono educational events.

To learn more about the advisors currently working at Cultivate Financial Wellness, 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.

Name	Location	Years of experience
Julie Quick	Howell, MI	22

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