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

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

Fangorn Wealth Management provides investment advisory and portfolio management, financial planning, investment consultation, and educational workshops to individuals, high-net-worth clients, small businesses, foundations, and charitable organizations. The firm offers both discretionary and non-discretionary portfolio management and supports implementation through a mix of passive, active, and Core + Satellite strategies. The firm’s investment process emphasizes a passive core allocation supplemented by targeted active positions, and it uses Modern Portfolio Theory alongside scenario analysis and stress testing to address tail-risk concerns. Financial planning and educational counseling are offered on an hourly basis, and the firm runs seminars and workshops—including programming aimed at high-school and college-age family members—which are presented as general education rather than personalized investment solicitation. A distinctive feature is that the firm’s principal is a licensed attorney who provides guidance on estate and charitable planning and may consult with clients’ legal counsel, while the advisory business itself is not a law firm and does not practice law. The firm is newly formed and operates with streamlined back-office relationships (including custodial and reporting platforms), combining advisory services with recurring public education offerings—an uncommon mix among peers in this category.

To learn more about the advisors currently working at Fangorn 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.