A complete list of active advisors currently associated with FamilyWealth Asset Management
Warmer can help you find a great advisor at FamilyWealth Asset Management or one who fits your needs even better.
FamilyWealth Asset Management advises both individual investors — including high‑net‑worth clients — and institutional clients such as corporate pension and profit‑sharing plans, trusts, foundations, endowments, corporations and small businesses. The firm provides discretionary and non‑discretionary portfolio management, retirement plan consulting (including ERISA fiduciary services), and access to insurance products through affiliated insurance channels. The firm describes a multi‑asset, dynamic investment approach that blends passive core exposures with higher‑conviction active and alternative sleeves to manage absolute risk and pursue excess return. Services are delivered through the FamilyWealth platform and a Turnkey Asset Management Program (TAMP) offering model portfolios, third‑party strategists, UMA/UMHA and SMA options, with advisor tooling, private‑labeled quarterly performance reporting and additional asset‑based platform fees shared with an affiliated adviser. Distinctive features noted in the brochure include the integrated platform/TAMP structure and formal affiliation with a related registered investment adviser that operates the models, meaning clients who use those models are served by both entities — a structure that is less common among similar team firms. The brochure also discloses a January 2026 settled SEC matter concerning the firm’s client advisory agreement, with updated agreement language and a monetary settlement, a matter prospective clients may wish to review.
To learn more about the advisors currently working at FamilyWealth Asset 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.
You can also browse FamilyWealth Asset Management's office locations.
Name |
Location |
Years of experience |
|---|---|---|
Masfield, MA
| 5
| |
Pensacola, FL
| 36
| |
Lake Mary, FL
| 18
| |
Lake Mary, FL
| 8
|
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")