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.
Name |
Location |
Years of experience |
|---|---|---|
Mayfield, KY
| 14
|
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