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

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

Family Wealth Management serves individuals (including high‑net‑worth clients), families, trusts, estates, businesses, charities, and qualified retirement plans. The firm provides discretionary investment management alongside qualified plan consulting and participant‑level services, offering both non‑discretionary and discretionary plan advice and educational meetings. The firm constructs portfolios using one of fifteen target risk allocations or by placing client assets into one of three in‑house model portfolios, with a strategic asset allocation philosophy that allows tactical adjustments when market conditions warrant. Family Wealth Management cites a mix of technical, fundamental, cyclical, quantitative, and qualitative analysis in its process, monitors accounts at least annually, and may use margin for rebalancing when authorized by a client. A distinguishing feature is the firm’s emphasis on retirement plan responsibilities: it provides plan‑level consulting (including Investment Policy Statements and performance monitoring) and states it can serve as an ERISA fiduciary under Section 3(21) and/or 3(38) and follow the fiduciary standards for retirement accounts. Those plan consulting capabilities and participant education services are less common among solo independent advisory firms and are documented as negotiated, plan‑administered arrangements in the brochure.

To learn more about the advisors currently working at 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.