A complete list of active advisors currently associated with Drazga Wealth Advisors, LLC

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

Drazga Wealth Advisors, LLC is an independent, single-advisor firm that provides discretionary and non-discretionary portfolio management and comprehensive financial planning primarily to individual clients and small businesses. The firm reports approximately $65 million in assets across about 65 client relationships and delivers services through separate-account management and hourly planning engagements, typically billed as percentage-of-AUM arrangements. The firm’s investment approach is built around asset allocation with both strategic and tactical elements, using diversification, sector and style analysis, and customized security selection across mutual funds, ETFs, REITs, fixed income and individual securities. Portfolios are monitored and adjusted on a client-specific basis rather than on a fixed calendar schedule, and the adviser may adopt defensive or aggressive positioning as research and market conditions warrant. Notably, the firm’s principal maintains an insurance license and may recommend or sell insurance products as part of financial planning; the brochure indicates the principal expects to spend roughly 5% of his time on insurance activities and that commissions currently represent less than 1% of revenues, with any commissions disclosed to clients. The firm also maintains an institutional platform and custody arrangement with Fidelity and manages a mix of discretionary (about $43.4M) and non-discretionary (about $21.7M) assets, a profile worth noting for a single-advisor practice.

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