A complete list of active advisors currently associated with Financial Potential Wealth Management

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

Financial Potential Wealth Management serves individuals, high‑net‑worth individuals and charitable organizations with discretionary portfolio management, financial planning and a menu of consulting services. The firm prepares written investment policy statements, conducts ongoing portfolio monitoring, and offers specialized consulting such as family legacy, philanthropic, foundation and business exit planning. FPWM’s investment process draws on fundamental, quantitative and technical analysis along with modern portfolio theory, and it employs both long‑ and short‑term trading while documenting client risk tolerances and objectives in an IPS. The firm may allocate assets to third‑party managers or separately managed accounts and advises across a broad range of securities — including mutual funds, equities, fixed income, ETFs, real estate funds, private equity, hedge funds, venture capital, commodities and insurance products — with custody and trade execution provided through Schwab Institutional. What is distinctive about the firm is its insurance affiliation: supervised persons are licensed insurance agents who may receive commissions for insurance product sales, a relationship the brochure discloses and describes as a managed conflict of interest. The firm is organized as an LLC and operates with an affiliated consulting entity rather than as a typical solo practitioner, and it reports a relatively large discretionary asset base (approximately $130 million) and access to alternative investments and IPO allocations that are less common among peers of similar size.

To learn more about the advisors currently working at Financial Potential 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
Kyle Bochat	Gainesville, GA	12

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