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

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

Firebrand Wealth Management provides discretionary investment management and financial planning to individual and high‑net‑worth clients, and also advises employer-sponsored retirement plans and charitable or corporate clients. The firm offers ongoing portfolio management, tailored financial plans, held‑away account advice, and coordinates third‑party tax preparation support as part of its service suite. The firm’s investment approach emphasizes passive portfolio construction guided by Modern Portfolio Theory, typically using index mutual funds and ETFs to create diversified, low‑turnover allocations. Firebrand supplements its passive framework with fundamental analysis and the selective use of individual securities and options, and it implements client plans through discretionary authority when engaged. Noteworthy features include operating six offices despite having a small advisor team, and sponsoring a wrap‑fee program for clients who prefer bundled advisory and trading services—both uncommon for firms in this team category. The firm also provides retirement plan management as an ERISA 3(38) investment manager and staffs professionals holding CFP®, CIMA®, and CPA credentials, which can influence the scope of services offered relative to many peers.

To learn more about the advisors currently working at Firebrand 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.