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 serves individual and high‑net‑worth clients with wealth management and comprehensive financial planning, including retirement, estate, college savings, business planning, and risk‑management reviews. The firm operates on a fee‑only basis and refers clients to third‑party professionals when appropriate without accepting sales‑based compensation. The firm constructs portfolios using an asset‑allocation framework informed by modern portfolio theory and a mix of passive and active approaches, applying both fundamental and technical analysis as appropriate. For implementation it may engage Outside Managers and maintains a sub‑advisory relationship with 55ip to deploy BlackRock model portfolios and provide tax‑loss harvesting, with accounts generally managed on a discretionary basis. Distinctive aspects include its recent formation (2024) while overseeing nearly $90 million in assets and its requirement that clients custody assets on Charles Schwab’s institutional platform, which gives access to Schwab’s institutional services. The firm also makes written financial plans available at clients’ election at no additional advisory fee and does not vote client proxies, leaving proxy decisions to clients.

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.