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

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

The firm is a small, independent advisory practice that primarily serves individual clients and, per its ADV, also advises some pension or profit-sharing plans. It offers fee-based financial planning and portfolio management, typically using a percentage-of-assets-under-management billing model. The sole advisor is a CFP® professional who states a fiduciary duty and handles both client advice and internal supervision. The brochure notes the adviser focuses on ongoing, relationship-driven planning and may use borrowing in separately managed accounts as part of portfolio implementation. Distinctive elements noted in the firm’s filing include the adviser’s prior 14-year career as an elementary school teacher and leadership experience in a 1,300-person educators’ union, background the firm cites as shaping its approach to working with families and education-sector clients. The ADV also indicates the firm publishes periodicals or newsletters and advertises third-party ratings, features that are uncommon among similarly sized independent firms.

To learn more about the advisors currently working at CVW Financial, 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
Timothy Walt	Plymouth, MA	4

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For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

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