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

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

Darrow Wealth Management is a fee‑only wealth management and investment advisory firm that serves individual clients (including high‑net‑worth individuals), pension and profit‑sharing plans, and trusts. The firm provides ongoing discretionary portfolio management through its Darrow Money Management program in addition to consulting and project‑based services such as financial modeling, divorce consulting, estate settlement, and retirement plan consulting. Darrow tailors portfolios to each client’s risk profile using proprietary global asset allocation models built from a top‑down macroeconomic analysis and implements those models primarily with low‑cost ETFs and select mutual funds. The firm manages accounts on a discretionary basis with periodic reviews and rebalancing, and it discloses the use of options and related derivative strategies when appropriate to pursue income, protection, or leverage. Noteworthy features in the brochure include the firm’s operation from multiple offices and its routine direction of clients to third‑party sources (for example, the SEC’s adviser database and the firm’s website) for additional information, reflecting broader institutional disclosure practices. The firm pairs substantial assets under management with a relatively small advisory team and offers a suite of atypical, higher‑complexity project engagements (divorce consulting, discovery support, estate settlement) alongside its core portfolio management services.

To learn more about the advisors currently working at Darrow 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.