A complete list of active advisors currently associated with Faith and Family Wealth Management

Warmer can help you find a great advisor at Faith and Family Wealth Management or one who fits your needs even better.

Faith and Family Wealth Management provides ongoing wealth management and portfolio management services to individuals, high-net-worth clients, trusts, and estates, and offers comprehensive financial planning that addresses retirement, estate, tax, education, insurance, and banking matters. Financial planning is integrated into the firm’s ongoing advisory relationship rather than billed as a separate service, and the firm will also provide non‑discretionary guidance on products such as variable annuities and employer‑sponsored retirement plans. The firm follows an evidence‑based, long‑term investment approach grounded in modern portfolio theory and the efficient market hypothesis, constructing diversified portfolios primarily from low‑cost ETFs and mutual funds while occasionally using individual equities and fixed income. Portfolios are managed with discretionary authority in most cases, include periodic rebalancing and tax‑loss harvesting, and the firm acts as a fiduciary for retirement accounts under ERISA and the Internal Revenue Code. Noteworthy for a small, newly registered advisory firm, it offers negotiated fixed fees or customized fee arrangements as an alternative to its asset‑based schedule and expressly includes financial planning in its wealth management offering. The firm operates on a fee‑only model, does not charge performance‑based fees or participate in wrap programs, does not recommend private fund investments, and states an intention to align advice with clients’ family and religious values.

To learn more about the advisors currently working at Faith and Family Wealth Management, 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.