A complete list of active advisors currently associated with Element Wealth Advisors
Warmer can help you find a great advisor at Element Wealth Advisors or one who fits your needs even better.
Element Wealth Advisors provides discretionary asset management, financial planning, and retirement-plan advisory services to individuals and plan sponsors. The firm’s client work emphasizes tailored portfolio management and retirement plan support, including limited‑scope ERISA 3(21) services for sponsors. Investment implementation is discretionary and driven by client goals, time horizon and risk tolerance, with the firm using fundamental, technical, charting and cyclical analysis as part of its process. When appropriate, the firm recommends third‑party managers and acts as a liaison—monitoring performance, delivering disclosures and coordinating with the TPMs it refers. Noteworthy features include an affiliated insurance business held within the firm’s holding company, with the firm’s president devoting a significant portion of time to insurance activities and receiving customary insurance compensation. The adviser also discloses referral‑fee relationships with third‑party managers and additional non‑investment business activities (rental real estate and equipment rental), and its reported clientele is oriented toward non‑high‑net‑worth individual investors rather than a high‑net‑worth base.
To learn more about the advisors currently working at Element Wealth Advisors, 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 |
|---|---|---|
Hanover, PA
| 7
|
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.
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")