A complete list of active advisors currently associated with Cypress Wealth Management, LLC

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

Cypress Wealth Management provides fee-only wealth management, comprehensive financial planning, retirement transition planning, institutional investment management, and retirement plan sponsor consulting, including acting in a 3(38) investment manager capacity for some plans. Its client base includes individuals and families (including those transitioning to or in retirement), entrepreneurs and executives, charitable organizations, endowments, and qualified retirement plans. The firm’s investment approach emphasizes asset-allocation driven, long-term strategies grounded in Modern Portfolio Theory and the Efficient Market Hypothesis, with Liability-Driven Investing used for retirement and institutional income-matching needs. It implements diversified exposure through institutional mutual funds, ETFs, individual securities and private investments, and typically manages accounts on a discretionary basis while coordinating with clients’ other advisers. Distinctive disclosures and service elements appear in its brochure: the firm disclosed a regulatory consent order arising from a merger-related book-entry error that produced a temporary net-capital shortfall and subsequently agreed to enhanced books-and-records controls with the state regulator. It also provides participant and client education through newsletters, meetings and hosted family sessions, and offers a separate third‑party cash-management program administered outside the firm’s AUM services while complying with state custody and standing-letter-of-authorization audit requirements.

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