A complete list of active advisors currently associated with Entrewealth

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

EntreWealth provides investment advisory services to individuals (including high-net-worth clients), businesses, and pension and profit-sharing plans, offering both discretionary and non-discretionary portfolio management and creating an Investment Policy Statement for each managed account. The firm manages custodial accounts and can review or rebalance held-away defined contribution plan participant accounts using a third‑party linkage platform, and may engage sub-advisors to manage all or portions of client assets. The firm generally pursues long‑term trading strategies and employs a mix of analytical approaches—charting, cyclical, fundamental, technical, quantitative analysis, and modern portfolio theory—while implementing client-specific IPS guidelines. EntreWealth does not provide financial planning as part of its advisory services; clients seeking financial planning, tax planning, or family office services are referred to an affiliated consulting entity and are charged separately for those services. A distinctive feature is that the firm sponsors and is affiliated with pooled investment vehicles through an exempt‑reporting adviser and will recommend those funds to clients when appropriate, though clients are not required to invest. The firm directs clients to custody at Schwab Institutional or UMB, relies on custodian statements for client reporting rather than producing additional in‑house reports, and discloses that supervised persons may receive separate compensation for insurance product sales.

To learn more about the advisors currently working at Entrewealth, 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.

You can also browse Entrewealth's office locations.