A complete list of active advisors currently associated with Educated Wealth & Financial, LLC

Warmer can help you find a great advisor at Educated Wealth & Financial, LLC or one who fits your needs even better.

Educated Wealth & Financial, LLC provides fee-only financial planning, investment management, and consulting primarily to individuals, high‑net‑worth individuals, trusts, estates, and small businesses. The firm delivers written comprehensive financial plans and ongoing portfolio supervision and states it does not accept commissions for product sales. EWF’s investment approach combines charting, fundamental analysis, and behavioral finance, generally favoring longer‑term holding periods while retaining the ability to trade more actively when circumstances warrant. The firm offers asset‑based investment management on both discretionary and non‑discretionary bases and also provides hourly financial planning (including an hourly rate and a capped fee for standard plans), with client assets held at independent custodians. Noteworthy items in the brochure include that, as of the stated date, EWF reported no assets under management and is operated by a single management person who conducts monthly account reviews, a comparatively small operational profile for an adviser in the investment‑manager category. The brochure also discloses that EWF does not participate in wrap fee programs, does not aggregate block trades for multiple clients, may have limited custody in specific trustee/POA situations, and notes a spouse’s employment at J.P. Morgan Chase as a disclosed relationship.

To learn more about the advisors currently working at Educated Wealth & Financial, 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
Mark Friedman	Westport, CT	9

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