A complete list of active advisors currently associated with EWM Advisory

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

The firm is a small independent registered investment adviser serving individual and high‑net‑worth clients with discretionary portfolio management, comprehensive financial planning, and project‑based consulting. Its services include developing individualized investment policy statements, ongoing account supervision, and delivering written financial plans or implementation advice. The firm primarily follows a passive investment approach, building diversified portfolios using index mutual funds and exchange‑traded funds and aligning allocations with each client’s stated objectives and risk tolerance. It provides ongoing, retainer‑style planning and implementation support as well as standalone consulting, and it executes trades on an individual account basis rather than aggregating block trades. The brochure discloses a cross‑border arrangement to manage retirement assets of U.S. persons living in Canada through a Canadian public company with common ownership, a relationship the firm identifies as presenting a potential conflict of interest. The firm is led by a principal with professional credentials in financial planning, investment management and accounting, operates with a very small client roster, and does not take custody of client assets.

To learn more about the advisors currently working at EWM Advisory, 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.