DRS Wealth Management logo

DRS Wealth Management

Updated today
Find your advisor

Client assets under management

$74,190,870

More info

Clients

160

36% high-net-worth

Advisors

2

of 4 employees

Firm type

Supported

1-4 advisors or >$200M in AUM

More info

Clients per advisor

80

High

Average account size

$463,693

About

DRS Wealth Management is a privately held Maryland advisory firm that manages roughly $88.5 million for about 160 clients through two investment advisory representatives. The firm offers discretionary portfolio management, selection and oversight of third‑party asset managers, ongoing financial planning as a value‑added service, and retirement plan and institutional consulting.

DRS structures individualized investment plans implemented by each IAR, using asset allocation, fundamental analysis, and access to a range of vehicles including mutual funds, ETFs, and alternative asset classes; accounts are generally discretionary and reviewed at least annually. The firm recommends Charles Schwab for custody, leverages third‑party managers for specific strategies, and uses a third‑party platform to facilitate management of held‑away defined‑contribution plan accounts.

Distinctive features disclosed in the firm’s ADV include regulatory disciplinary events involving firm representatives and an affiliation where its representatives are licensed insurance agents who may receive commissions for insurance sales, both of which the brochure describes and addresses as conflicts. The firm also receives portions of third‑party manager fees and uses a third‑party platform (which is charged 0.25% of assets under management and is paid out of clients’ advisory fees) to manage held‑away plan assets, arrangements that affect fee allocation and are disclosed in its brochure.

Client services

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Wealth management Private / alternative investments Real estate investing Options & derivatives strategies

Occupation focus

Founder/Business Owner Executive

Want help finding the right advisor?

Answer a few questions to see advisors matched to you.

Find your advisor

Fee options

Percentage

0.75% to 1.75% annually (negotiable by client and firm)

Main office location

DRS Wealth Management

8133 Elliott Road, Suite 212

Easton MD 21601, United States

Number of offices

2

Most active in

More info

Delaware · Florida · Idaho · Louisiana · Maryland · North Carolina · Texas · Virginia

Disclosures

More info

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

More info

Forms ADV

Form ADV Part 2: Client Brochure

Quick links

Website 410-490-6477

Advisors at this firm

Scroll left Scroll right
user avatar

Matthew A

Series 63, Series 65

Easton, MD

DRS Wealth Management

Matthew Albers is a financial advisor at DRS Wealth Management with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Paulson Investment Company, LLC. Outside of his advisory role, he is a strategic partner in Omni Non-Profit Solutions Agency and a member of Green Pearl, LLC, an oyster farm in Easton, MD. DRS Wealth Management serves individual investors, including high-net-worth clients, as well as pension plans, nonprofit entities, and corporations. The firm provides discretionary portfolio management, third-party asset manager selection, financial planning, and retirement-plan consulting, focusing on individualized investment plans and fundamental analysis.

Wealth management Private / alternative investments Real estate investing Options & derivatives strategies Founder/Business Owner Executive
user avatar

Michael N

Series 63, Series 65

Southport, NC

DRS Wealth Management

Michael Nixon is a financial advisor at DRS Wealth Management with 33 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Paulson Investment Company, LLC. Outside of his advisory role, he is president of Legacy Capital Management, Inc., an S-Corp formed for tax planning purposes. DRS Wealth Management serves individual investors, including high-net-worth clients, as well as pension plans, nonprofits, and corporations, offering discretionary portfolio management, third-party asset manager selection, financial planning, and retirement-plan consulting. The firm’s investment process includes individualized plans, fundamental analysis, asset allocation modeling, and due diligence on third-party managers.

Wealth management Private / alternative investments Real estate investing Options & derivatives strategies Founder/Business Owner Executive
Warmer team member

Not sure where to start?

We'll help you think it through — whether you ultimately need an advisor or not.

Warmer helps you compare advisors clearly — so you can choose with confidence.

Find your advisor
Discover

Compare top advisor firms by metric, firm size, and location.

Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.

By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")