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

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

Decker Wealth Management serves individuals (including high-net-worth clients), trusts, estates, charitable organizations, and small businesses by providing comprehensive financial planning, consulting, and investment management on both discretionary and non-discretionary bases. The firm primarily implements portfolios using exchange-traded funds and individual equity and fixed-income securities and charges fees based on assets under management. The firm’s investment process combines fundamental, technical, and cyclical analysis with a focus on asset allocation and tax-aware security selection tailored to each client’s risk tolerance and time horizon. DWM also uses derivatives—most notably options strategies, including long and short positions for hedging or speculative purposes—and provides management guidance for assets held in variable annuity products and employer-sponsored retirement plans. Compared with many peers, DWM’s active use of options and other derivatives in client accounts is a relatively uncommon practice among team firms of its size. The firm operates with a mid-sized advisory team overseeing over $500 million in client assets and maintains custodial and operational relationships (including Schwab-provided trading, reporting, and software support) that enable aggregated trading and electronic account services.

To learn more about the advisors currently working at Decker 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.