A complete list of active advisors currently associated with Envest Advisors, LLC

Warmer can help you find a great advisor at Envest Advisors, LLC or one who fits your needs even better.

Envest Advisors is a recently established, state-registered advisory firm that provides discretionary asset management and financial planning for individual clients, and it implements client portfolios through direct management, third-party managers, and program platforms. The firm places client assets with sub‑advisors, Orion Portfolio Solutions, and a co‑advisor arrangement to deliver ongoing portfolio monitoring and model-based strategies. Investment decisions are made on a discretionary basis using fundamental and technical analysis and may include long‑term holdings, trading, and option strategies depending on client objectives; the firm also recommends separately managed account (SMA) programs and TPMs when appropriate. Client billing is primarily percentage-of‑assets under management, and the firm serves as the ongoing liaison to TPMs and sub‑advisors while monitoring suitability and performance. What is distinctive about Envest Advisors is its affiliated insurance business—an insurance agency owned by the firm’s principal that the brochure discloses as an outside business activity and a source of commission compensation, creating a disclosed conflict of interest. The firm is also notable for a small advisory team and modest AUM combined with extensive use of external managers and formal fee‑sharing and incentive arrangements with co‑advisors and TPMs, and for operational choices such as required custodians, no directed brokerage, and a policy of not voting client proxies.

To learn more about the advisors currently working at Envest Advisors, 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.