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

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

Finn Wealth Management LLC is an independent wealth management firm that provides discretionary investment management and goals- and cash-flow-based financial planning to individuals (including higher‑net‑worth households), trusts, businesses, and nonprofit organizations. The firm operates as a solo adviser and reported approximately $13.5 million in assets under management as of 12/31/2025. Investment decisions are informed by a mix of fundamental, strategic, technical and memetic analysis, and the firm generally favors a long‑term approach while offering more active, shorter‑term strategies when appropriate. Portfolios may be managed directly or implemented through third‑party managers and model portfolios provided by custodians; available investments include stocks, bonds, ETFs, mutual funds, structured products and covered‑call option strategies. Compared with many single‑advisor independents, the brochure highlights the firm’s use of derivative‑linked instruments (structured products and covered calls) and its routine access to model marketplaces (Altruist’s Model Marketplace and Schwab’s iRebal) to implement client solutions. The adviser also discloses credentials and planning expertise in philanthropy and private wealth (e.g., CAP and CPWA designations) and serves corporate and nonprofit clients in addition to individual households, a client mix that is less common among peers of its size.

To learn more about the advisors currently working at Finn 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.