A complete list of active advisors currently associated with East Valley Wealth LLC

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

East Valley Wealth provides discretionary investment management, financial planning, and retirement-plan advisory services to individual clients and families, and can place client assets with third‑party managers and a turnkey asset management platform. The firm reports roughly $8.5 million in discretionary assets across about 26 client relationships and typically manages accounts under a stated account minimum. Investment decisions incorporate equities, fixed income, mutual funds, and ETFs using a mix of quantitative, fundamental, and technical methods, and the firm uses a third‑party risk‑profiling tool and access to a TAMP to align portfolios with client risk tolerance. Financial planning is offered on fixed‑fee or hourly arrangements, and the firm also provides legacy‑position management and retirement‑plan consulting. Noteworthy aspects disclosed in the brochure include a regular program of impersonal, no‑charge seminars and webinars for current and prospective clients and an affiliation with an independent insurance business in which a firm principal is a licensed insurance agent and may receive commission compensation for insurance products separate from advisory fees. Coupled with its modest AUM and small client roster, these features distinguish the firm from many peers that do not run public educational events or have an affiliated insurance practice and point to a boutique adviser model oriented toward household‑level clients.

To learn more about the advisors currently working at East Valley Wealth 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.