A complete list of active advisors currently associated with Driven Wealth

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

Driven Wealth serves individuals, high‑net‑worth individuals, and families with investment management and comprehensive financial planning, offering discretionary and non‑discretionary portfolio management as well as ongoing, project‑based, and hourly planning engagements. The firm is compensated primarily through asset‑based advisory fees and provides guidance for both custodied accounts it manages and for held‑away employer‑sponsored accounts on a non‑discretionary basis. The firm’s investment approach emphasizes evidence‑based, long‑term portfolio construction grounded in Modern Portfolio Theory, using low‑cost ETFs and index funds, strategic asset allocation, periodic rebalancing, and consideration of tax efficiency and asset location. Driven Wealth documents client objectives in written Investment Policy Statements, coordinates with other client professionals, and may implement third‑party model strategies available through a custodial Model Marketplace, including options such as tax‑aware, ESG, and direct‑indexing strategies. Distinctive aspects in the brochure include a client education program — seminars and workshops offered in person or virtually on investing and financial literacy — and a suite of planning delivery models that range from subscription‑based ongoing planning to project and hourly engagements plus access to an estate‑planning platform and equity compensation guidance. The firm is newly formed and currently reports no assets under management, and it operates using a custodial platform that integrates third‑party model access and digital account servicing.

To learn more about the advisors currently working at Driven 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.