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 serves individual and high-net-worth clients through comprehensive wealth management, portfolio management, and financial planning services, and also works with retirement plans, trusts, and other institutions. The firm integrates investment management with tax planning and preparation (available through an affiliated tax practice) and offers specialty services for business owners and physicians, including contract review and guidance on monetizing or selling businesses. The firm frames its investment approach around fiduciary obligations, strategic asset allocation, long-term horizons, diversification, and tax-efficient implementation, while offering both discretionary and non-discretionary management. Portfolios may include direct indexing and tactical management, and the firm supplements its process with artificial intelligence tools and an AI-powered chatbot for operational tasks, with stated human oversight of AI outputs. Noteworthy for a team-sized RIA, EWA acts as the sponsor and portfolio manager for a wrap fee program, conducts paid educational seminars/workshops, and discloses the use of client testimonials in its advertising materials—features that are uncommon among peers. The brochure also discloses arrangements that affect custody and service delivery (held-away account access, standing letters of authorization, trustee and POA roles subjecting the firm to a PCAOB surprise custody exam) and describes affiliated insurance and tax entities whose activities and commission practices are disclosed as potential conflicts of interest.

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.