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

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

The firm provides ongoing portfolio management primarily for individual and high-net-worth clients, documenting objectives and risk tolerance in an Investment Policy Statement and generally operating with discretionary authority. It also may direct clients to third-party investment advisers and uses platform services available through a partnered advisory network and Orion Portfolio Solutions. Its investment process draws on charting, cyclical, fundamental, modern portfolio theory and technical analysis, and it pursues long-term and short-term trading as well as options strategies, including covered and uncovered options and spreads. The brochure highlights the material risks of leveraged and options trading and describes regular portfolio monitoring with quarterly reporting to clients. Noteworthy distinctions disclosed in the brochure include the managing member’s licensed insurance activities (offering commissionable insurance products) and a concurrent advisory relationship with a third-party advisory firm, for which the managing member reports spending approximately 180 hours per month; the firm acknowledges the potential conflicts those outside activities create. The adviser also discloses fee-sharing arrangements with third-party managers, acceptance of certain soft-dollar benefits, and a historical regulatory and arbitration record involving the managing member.

To learn more about the advisors currently working at Deemer 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.