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

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

FIRE Wealth Management LLC is a fee‑only, state‑registered advisory led by a single principal that provides comprehensive financial planning and discretionary investment management to individuals as well as to pension and profit‑sharing plans, corporations, and other business entities. The brochure identifies a niche serving medical professional families and lists services such as retirement cash‑flow planning, professional in‑house investment management, and 401(k) liaison assistance. The firm’s investment approach emphasizes long‑term, passive buy‑and‑hold strategies implemented primarily with mutual funds and exchange‑traded funds (many indexed), and client objectives are documented in an Investment Policy Statement developed through a structured multi‑meeting process using eMoney. Clients receive a detailed Initial Foundation Plan and ongoing monitoring that includes annual reviews and portfolio rebalancing tied to the plan. Compared with peers, FIRE is distinctive for its work with retirement plans and small business clients, including explicit 401(k) liaison services to help practices (up to about 30 employees) choose TPAs, custodians, and plan designs — services that are relatively uncommon among solo independent advisers. The firm also publishes e‑newsletters and blogs for clients and prospects and discloses that the principal operates a separate tax‑preparation business (Focused Tax Partners, LLC), which the brochure identifies as a potential conflict of interest.

To learn more about the advisors currently working at Fire 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.

You can also browse Fire Wealth Management, LLC's office locations.

Warmer team member

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")