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.
Cultivate Financial Wellness is a fee-only, independent advisory firm operated by a single advisor that primarily serves individual clients while also working with a limited number of employer retirement plans. The firm offers comprehensive financial planning and discretionary portfolio management, and provides specialized services such as divorce financial planning through an affiliated practice and estate-document support via an outside scrivener. The firm’s advice is delivered through an ongoing financial planning framework that combines written plans, regular monitoring, and investment implementation guided by modern portfolio principles and a buy/hold/rebalance approach. It provides standalone investment management and retirement plan consulting for plan sponsors, and uses periodic reviews and client-directed restrictions to align portfolios with stated objectives and risk tolerance. What distinguishes this firm from many solo independent advisors is a broader service mix: it maintains an insurance producer license for coverage advice (not product sales), offers pension/profit-sharing and retirement-plan consulting to employers, and routinely presents educational seminars and speaking engagements to organizations and the public. The combination of divorce-focused financial planning via an affiliate, third‑party estate-planning delivery, and a small client roster managing roughly $17 million under management is atypical for a firm of its size.
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 |
|---|---|---|
Howell, MI
| 21
|
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