A complete list of active advisors currently associated with Elmwood Wealth Management

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

Elmwood Wealth Management works with individual clients (including high-net-worth and non-HNW households), trusts, estates, donor-advised funds, foundations, conservatorships, IRAs, 529 plans and retirement plans. The firm provides discretionary and non-discretionary asset management and comprehensive financial planning services, including cash-flow and retirement planning, tax coordination, and estate planning support. The firm describes a total-return investment philosophy implemented through an open-architecture approach: Full‑Service portfolios are actively managed with a mix of individual stocks and ETFs, the Core offering is ETF‑based, and fixed‑income strategies use diversified maturities and a mix of individual bonds and bond ETFs. Investment decisions are made by a team and integrated with financial plans; Elmwood also evaluates private placements for suitable, typically accredited, clients and targets diversified equity portfolios of roughly 40–50 positions with an average holding period near three years. Elmwood’s brochure highlights several operational features that distinguish it from many peers, including use of a third‑party platform (Pontera) to view and rebalance “held‑away” retirement accounts, a paid partnership for coordinated tax services, and client portals with scenario modeling and push notifications. The firm also discloses referral relationships and the use of endorsements in its marketing materials—an uncommon practice among supported firms—and manages approximately $478 million across three advisors and about 204 client relationships.

To learn more about the advisors currently working at Elmwood Wealth Management, 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.