A complete list of active advisors currently associated with Drew Wealth Management

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

Drew Wealth Management is an independent, fee-only advisory firm that provides wealth management and comprehensive financial planning to individuals and high‑net‑worth individuals. The firm manages investment portfolios and delivers planning services that cover retirement, tax and estate coordination, business planning, and other goals for about 81 clients and roughly $102 million in discretionary assets. The firm customizes asset allocation and portfolio construction using a mix of fundamental and technical analysis, modern portfolio theory, and both passive and active investment vehicles, typically with discretionary trading authority and quarterly reviews. It also employs outside managers and a sub‑advisory arrangement with 55ip to implement certain BlackRock model portfolios and automated tax‑loss harvesting. Compared with many solo independent advisers, Drew Wealth Management is notable for its scale as a one‑advisor practice managing over $100 million and for its recent SEC registration in 2024. The firm requires clients to custody assets on a single institutional platform (Charles Schwab), which provides operational and research support but also limits brokerage choice.

To learn more about the advisors currently working at Drew Wealth Management, 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
Nicholas Drew	Portsmouth, NH	17

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