A complete list of active advisors currently associated with Defining Wealth

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

Defining Wealth Partners serves individual and high‑net‑worth clients and small businesses with a mix of financial planning, retirement-plan advice, and portfolio management services. The firm offers modular or broad-based planning engagements (one‑time, ongoing, project, or hourly) and implements investment strategies using ETFs, mutual funds, individual equities, fixed income, and, when appropriate, institutional sub‑advisers. The firm follows an evidence‑based, broadly diversified buy‑and‑hold approach grounded in Modern Portfolio Theory, emphasizing low‑cost and tax‑aware implementation with allocations that may overweight value and small‑cap and international exposures. Portfolios are managed on discretionary or non‑discretionary bases and are implemented through preferred custodial/operational platforms that the firm uses for trading, reporting, and back‑office functions. Distinctive features disclosed in the brochure include the firm’s use of compensated third‑party solicitors/endorsements in its business development process, with required solicitor disclosures and delivery of the firm’s Form ADV to prospects. The firm also discloses a recent regulatory consent order involving a net‑capital calculation error that was resolved with a civil penalty, and it operates an affiliated insurance agency whose agents may receive commissions, matters the firm identifies as potential conflicts and says it will disclose in client engagements.

To learn more about the advisors currently working at Defining Wealth, 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.