A complete list of active advisors currently associated with Financial Thinking Partner Wealth Advisors

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

The firm provides wealth management to individuals and high‑net‑worth clients, combining discretionary portfolio management with ongoing financial planning. It delivers a written financial plan as part of its wealth management service and generally expects a household account minimum of $250,000, which may be waived at the adviser’s discretion. Portfolios use a mix of actively managed income investments and tactical strategies, with passive, globally diversified models available when appropriate; the firm implements third‑party models and strategies accessed through the Altruist model marketplace. Holdings may include mutual funds, ETFs, individual securities, autocallable income ETFs, and structured notes for income‑oriented mandates, and the firm manages client accounts on a discretionary basis while tailoring allocations to client goals and risk tolerance. Compared with many small independent advisers, the firm’s principal is also a licensed insurance agent who devotes roughly half of his time to insurance activities through an affiliated agency, and insurance and annuity sales are handled separately with standard commissions. The firm also offers periodic complimentary educational workshops on personal finance and investing and is a recently established, solo‑advisor practice with no reportable assets under management to date.

To learn more about the advisors currently working at Financial Thinking Partner Wealth Advisors, 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.