A complete list of active advisors currently associated with Estate & Trust Advisors

Warmer can help you find a great advisor at Estate & Trust Advisors or one who fits your needs even better.

Estate & Trust Advisors provides investment advisory and wealth management services to individuals, high‑net‑worth clients, trusts, estates, pension and profit‑sharing plans, and other entities. The firm offers discretionary and non‑discretionary portfolio management, financial planning and retainer arrangements, and also makes available sub‑advisers through Envestnet. The firm builds custom, individually managed portfolios using a core‑and‑satellite strategic asset allocation that combines mutual funds, ETFs, and individual stocks and bonds, with ongoing supervision and rebalancing. ETA relies on third‑party research (including Envestnet and Schwab resources) and generally recommends Schwab Institutional for custody and trade execution. ETA is registered as both an investment adviser and an insurance agency, and its advisors receive commissions for life insurance and annuity sales, a practice that can present additional conflicts compared with many peers. The firm manages over $250 million—almost entirely on a discretionary basis—while operating with a four‑advisor team and permits employees to serve as trustees for family trusts, which creates custody considerations distinct from many similar firms.

To learn more about the advisors currently working at Estate & Trust 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.