A complete list of active advisors currently associated with Exit Wealth Advisors

Warmer can help you find a great advisor at Exit Wealth Advisors or one who fits your needs even better.

Exit Wealth Advisors serves high‑net‑worth individuals, families, family offices, trusts, estates, private foundations, corporate entities and qualified retirement plans with personalized financial planning and both discretionary and non‑discretionary investment management. The firm also provides retirement plan advisory services, manager due diligence, and access to private and alternative investments, and may recommend External Managers when appropriate. Investment advice is tailored to each client’s objectives and typically relies on fundamental analysis and a largely long‑term orientation while permitting shorter‑term trading when warranted; portfolios can include mutual funds, ETFs, equities, fixed income, REITs, private funds, cryptocurrency and structured notes. Financial planning is integrated with portfolio management and the firm discloses use of an AI‑enabled planning platform (The Buck Guru), with outputs reviewed by supervised investment adviser representatives. The brochure discloses several features that distinguish the firm from many peers: some supervised persons are licensed insurance professionals who may receive commission‑based compensation for insurance sales, and a related person owns The Buck Guru and receives subscription fees from clients—conflicts the firm discloses and says it will mitigate through disclosure and review. The firm also documents written solicitation/referral arrangements (Item 14) and a relationship with a specialist custodian for self‑directed IRAs and private investments, and discloses the use of endorsements, testimonials and advertised performance results in its marketing materials.

To learn more about the advisors currently working at Exit Wealth 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.