A complete list of active advisors currently associated with DeafInvest

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

DeafInvest provides fee-based investment advisory and financial planning services tailored primarily to individuals and small organizations connected to the deaf community, including deaf professionals, deaf-owned businesses, and nonprofit or charitable organizations. Like many independent advisers, the firm offers discretionary portfolio management for individual clients and supplements advisory work with tax planning and preparation as an integrated service. The firm manages portfolios using publicly traded equities, ETFs, and investment-company securities, and offers both hands-on discretionary management and a robo-advisor option that uses the provider’s available securities lists; it monitors and rebalances accounts on an ongoing basis and uses fundamental, technical, and quantitative analysis. DeafInvest also manages pooled investment vehicles such as investment clubs and operates wrap-fee programs, applying its advisory process across both individual and pooled accounts. Compared with typical peers, DeafInvest is notable for its explicit affiliation with an accounting firm (DeafTax LLC) and for providing tax preparation and bookkeeping as an add-on to advisory services, as well as for offering educational seminars and workshops for groups. The firm’s regulatory history includes a 2020 disclosure event related to a registration renewal issue that was resolved with a fine, a detail disclosed in its ADV.

To learn more about the advisors currently working at DeafInvest, 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.