A complete list of active advisors currently associated with Fernandez Wealth Management
Warmer can help you find a great advisor at Fernandez Wealth Management or one who fits your needs even better.
Fernandez Wealth Management provides investment advisory services to individuals (including high‑net‑worth clients) and pension/profit‑sharing plans, offering ongoing portfolio management, pension consulting, and standalone financial planning. The firm emphasizes tailored Investment Policy Statements and ongoing monitoring as part of its delivered services. Its investment process draws on fundamental analysis, modern portfolio theory, quantitative and technical methods and employs both long‑term and short‑term trading approaches; FWM seeks discretionary trading authority from clients to implement strategies consistent with documented risk tolerances. Clients receive periodic reporting from custodians and the firm states policies to allocate investment opportunities equitably across accounts. Noteworthy provisions in the brochure include that a firm principal is a licensed insurance agent who may accept commissions for insurance and annuity sales, a conflict the firm discloses and says it will document for clients. The firm also requires use of Schwab Institutional for custody and describes potential soft‑dollar and institutional benefits from that relationship, and it offers pension‑plan consulting alongside fee‑based financial planning engagements, features that distinguish it from many peers of similar size.
To learn more about the advisors currently working at Fernandez 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.
Name |
Location |
Years of experience |
|---|---|---|
Deland, FL
| 14
|
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