A complete list of active advisors currently associated with EWA, LLC

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

EWA, LLC is a registered investment adviser that manages about $750.7 million for roughly 397 clients through a nine-advisor team. The firm provides comprehensive wealth management and financial planning services, including portfolio management for individuals, retirement-plan analysis, tax planning and preparation (via an affiliated tax entity), and insurance product offerings. As a fiduciary RIA, EWA emphasizes long-term horizons, strategic asset allocation, diversification, and tax-aware asset location, and it deploys both low-cost diversified funds and more customized options such as direct indexing and tactical investment management. Portfolios are subject to ongoing supervision and rebalancing, with discretionary and non-discretionary arrangements available, and the firm supplements human oversight with artificial‑intelligence tools for analytics and real‑time note-taking. The brochure discloses several features that are less common among similar team firms: EWA acts as sponsor and portfolio manager of a wrap‑fee program, conducts paid educational seminars and workshops (noted at $500–$2,500 per attendee), and uses testimonials in its advertising. It also highlights adviser experience advising on business monetizations and physician employment contracts, integrates tax preparation for wealth management clients through an affiliated firm, and acknowledges custodial arrangements that subject affected accounts to an annual PCAOB surprise custody examination.

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