A complete list of active advisors currently associated with Demland Wealth LLC
Warmer can help you find a great advisor at Demland Wealth LLC or one who fits your needs even better.
Demland Wealth is a small, state-registered advisory firm that provides discretionary portfolio management and comprehensive financial planning to individuals, high-net-worth clients, charitable organizations, and businesses. The firm reports managing roughly $30.6 million for about 100 clients and offers tailored services across investment management, retirement and estate planning, tax planning, insurance review, and business planning. The firm emphasizes strategic asset allocation as the core of its investment approach while also employing tactical shifts, a mix of active and passive vehicles, and a range of analytical methods (fundamental and technical) to construct portfolios. Clients can engage on discretionary or non-discretionary terms, impose reasonable investment restrictions, and receive ongoing monitoring with annual plan reviews and periodic outreach. Demland Wealth combines investment management with subscription-style ongoing financial planning as well as project-based and hourly planning options, and it describes a hands-on advising process that includes participating in meetings with clients’ attorneys or tax professionals when requested. Notable distinctions include use of both established and newer custodial platforms, an articulated policy of not accepting third-party compensation, and staff credentials and tax-related capabilities that support estate, tax, and faith-aligned planning needs.
To learn more about the advisors currently working at Demland Wealth 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 |
|---|---|---|
Defiance, OH
| 2
| |
Defiance, OH
| 13
|
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