A complete list of active advisors currently associated with Duvall Wealth Management LLC
Warmer can help you find a great advisor at Duvall Wealth Management LLC or one who fits your needs even better.
The firm provides portfolio management and financial planning to individual clients and also advises employer‑sponsored defined contribution retirement plans. Services include preparing written investment policy statements, ongoing discretionary and non‑discretionary portfolio management, financial plans, and assistance with plan investment selection and participant education. Its investment process draws on fundamental and quantitative analysis and modern portfolio theory, implemented with a long‑term trading orientation and documented risk‑tolerance profiles. For retirement‑plan clients the firm generally serves as a Section 3(21) co‑fiduciary and works with a third‑party platform (Betterment Advisor Solutions) that may exercise discretionary authority over plan assets. A notable feature is the firm’s provision of pension consulting alongside retail advisory services, an offering that is less common among similar independent advisers. The firm requires use of designated custodians for platform accounts (Betterment and Altruist, with AdvisorTrust for certain non‑ERISA 403(b) accounts) and discloses the principal’s insurance licensure and platform‑related conflicts for clients to consider.
To learn more about the advisors currently working at Duvall Wealth Management 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.
Name |
Location |
Years of experience |
|---|---|---|
Fontana, CA
| 4
|
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