A complete list of active advisors currently associated with Deep Draft Consulting, LLC

Warmer can help you find a great advisor at Deep Draft Consulting, LLC or one who fits your needs even better.

Deep Draft Consulting provides business planning and financial advisory services to individuals, corporations, and business entities, but does not directly manage client investment assets. The firm primarily refers clients to other registered investment advisers and also offers written financial plans and consulting engagements. In its advisory work Deep Draft evaluates other advisers, assists clients with opening custodial accounts, and helps develop statements of investment policy; it also performs financial analyses of businesses with attention to growth or value characteristics. The firm does not accept discretionary authority or custody client assets, and its services can include hourly consulting and fixed-scope financial planning engagements. Compared with typical investment-manager peers, Deep Draft is notable for operating largely as a solicitor/referral intermediary while maintaining insurance- and broker-dealer-related affiliations — its personnel may be licensed insurance agents and some are registered representatives, and the firm receives referral compensation from third-party advisers. The combination of referral-based business, use of hourly consulting fees, and an absence of firm-managed AUM are practices that are uncommon for firms in this regulatory category.

To learn more about the advisors currently working at Deep Draft Consulting, 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.

Name	Location	Years of experience
Rachel Lower	Allentown, PA	24
Donna Wanamaker	Allentown, PA	24

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