A complete list of active advisors currently associated with Ferraro Wealth Management, LLC

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

Ferraro Wealth Management advises individuals, high‑net‑worth clients, trusts, estates, corporations and sponsors of qualified retirement plans, offering discretionary asset management, comprehensive financial planning, and ERISA plan advisory services. The firm also conducts educational seminars and workshops and provides pension consulting and plan monitoring for 401(k), 403(b), pension and profit‑sharing plans. The firm tailors investment programs to each client’s goals, time horizon and risk tolerance, using fundamental and technical analysis alongside Modern Portfolio Theory to construct and monitor portfolios under discretionary authority. Client engagements typically include a documented investment policy, periodic (quarterly) account reviews, and standalone financial plans delivered on an agreed scope. What is noteworthy for this firm compared with peers is its work with charitable or nonprofit‑related retirement plan clients and its provision of pension consulting and participant education—services that are relatively uncommon among independent advisors. The brochure also discloses that the firm’s principal maintains a licensed insurance practice and that the firm charges modest fees for public workshops, facts that are addressed in its disclosure and compliance procedures.

To learn more about the advisors currently working at Ferraro Wealth Management, LLC, 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
Andrew Ferraro	Dublin, OH	18

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