A complete list of active advisors currently associated with E Wealth Partners

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

E‑Wealth Partners is an SEC‑registered advisory firm with a five‑advisor team managing about $218.7 million for roughly 224 clients. It offers discretionary portfolio management and ongoing financial planning to individuals (including high‑net‑worth clients), as well as to corporations, state or municipal entities, other investment advisers, and insurance companies. The firm follows a Modern Portfolio Theory approach, constructing diversified portfolios from low‑cost mutual funds and ETFs with an emphasis on asset‑class allocation, low turnover, and tax efficiency, and it conducts at least quarterly portfolio reviews guided by client‑specific investment policy statements. E‑Wealth also uses a third‑party platform (Pontera) to review and rebalance held‑away retirement accounts and provides both ongoing and hourly financial planning engagements. Noteworthy aspects disclosed in the brochure include formal relationships with other advisory firms and a related registered adviser, and several advisors who are licensed insurance agents and work with third‑party insurance networking agencies; the firm discloses that certain insurance or annuity recommendations may generate commission compensation. The firm also discloses an uncommon client protection — a refund of advisory fees for new ongoing planning clients who state they did not receive value within the first 12 months — and notes that some advisors maintain significant outside business activities, which are identified as potential conflicts of interest.

To learn more about the advisors currently working at E Wealth Partners, 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.