A complete list of active advisors currently associated with Experience Your Wealth, LLC

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

Experience Your Wealth, LLC provides comprehensive financial planning and investment advisory services to individual and high‑net‑worth clients. Offerings listed in the brochure include one‑time and ongoing comprehensive plans, project‑based and hourly consulting, educational seminars and speaking engagements, and access to third‑party money managers. The firm describes an investment approach that emphasizes asset allocation, passive, low‑cost and tax‑efficient use of mutual funds and ETFs, and fundamental analysis as its primary method of investment analysis. Experience Your Wealth works largely on a non‑discretionary basis — the ADV reports approximately $83.7 million in non‑discretionary assets and no discretionary assets — and provides oversight of outside managers while clients retain implementation authority. Several operational and marketing practices distinguish the firm from many peers: the brochure documents public speaking and seminar activities (including pro‑bono options and detailed speaker terms), ongoing written or electronic financial plans with 30‑day follow‑up, and the firm’s use of third‑party managers and third‑party oversight rather than exercising trading discretion. The firm also discloses that it does not accept commissions or referral fees and does not rely on a standard percentage‑of‑assets fee model, and its materials indicate use of periodic communications and third‑party ratings or testimonials as part of its client outreach.

To learn more about the advisors currently working at Experience Your Wealth, 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.