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

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

Datum Wealth Management provides investment advisory and wealth management services to individuals, high-net-worth individuals, trusts, estates, and businesses. The firm offers discretionary portfolio management alongside comprehensive financial planning and stand‑alone planning engagements, and generally expects a minimum relationship size to implement its process. The advisor operates as a fiduciary and emphasizes primarily long‑term strategies, constructing portfolios that typically rely on low‑cost, diversified mutual funds and ETFs while also using individual stocks, bonds and alternative investments when appropriate. Its investment process draws on fundamental, technical and cyclical analysis, and the firm may rebalance, harvest gains/losses or retain legacy positions for tax or fit reasons as part of ongoing portfolio oversight. Datum Wealth Management is a recently formed independent RIA (registered in 2026) that is notable for having multiple advisory personnel at launch, including CFP‑credentialed advisors, rather than functioning as a solo practitioner. The firm may accept trustee roles that result in custody of client assets (subject to surprise-exam safeguards) and maintains an institutional relationship with a major custodian that provides platform services and other economic benefits to the firm.

To learn more about the advisors currently working at Datum 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.

Name	Location	Years of experience
Laura Lincoln	Warwick, RI	4
Casey Tenney	Warwick, RI	1

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

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.

Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev

Find the right match for you

Answer a few quick questions and we'll tailor results to your goals, so you can hire smarter.

Find your advisor

A smarter way to hire an advisor Warmer combines best-in-class advisor data with guidance to help you clarify what you need, understand why an advisor may — or may not — fit, and move forward with confidence. Show more

Compare and choose confidently

Warmer combines best-in-class advisor data with guidance to help you clarify what you need, understand why an advisor may — or may not — fit, and move forward with confidence.

How Warmer works

Thoughtfully vetted, clearly explained Get to know your advisors' credentials, history, specialization, client fit, and communication style. We're selective about who we recommend — and tell you why we think someone fits your situation. Show more

We review transparently

Get to know your advisors' credentials, history, specialization, client fit, and communication style. We're selective about who we recommend — and tell you why we think someone fits your situation.

Our methodology

Always free and always on your side We help you book free consultations with your matches. You only pay an advisor if you decide to hire them. And our support doesn't end with an introduction — we're here to make sure the relationship works for you. Show more

Free. Confidence that lasts

We help you book free consultations with your matches. You only pay an advisor if you decide to hire them. And our support doesn't end with an introduction — we're here to make sure the relationship works for you.

Our ongoing support