A complete list of active advisors currently associated with Flatiron Wealth Advisors, LLC
Warmer can help you find a great advisor at Flatiron Wealth Advisors, LLC or one who fits your needs even better.
Flatiron Wealth Advisors, LLC is a state-registered, single-advisor independent advisory firm that provides financial planning and discretionary investment management to individuals, high-net-worth individuals, corporations and other businesses. The firm also offers tax return preparation through an affiliated accounting practice; it reports $2,673,762 in assets under management across nine client relationships and ties investment management services to clients who utilize its financial planning services. The firm’s investment approach is primarily passive and grounded in Modern Portfolio Theory, using low-cost index mutual funds and ETFs, model portfolios available through a model marketplace, and, where appropriate, outside managers. Accounts are managed on a discretionary basis with regular reviews (quarterly) and an annual plan review, and the firm documents client risk tolerance and investment policy statements to guide portfolio construction. Several features distinguish this practice from typical solo independent advisers: the principal is a CPA who operates an affiliated tax and accounting firm and may refer clients between the two businesses (a disclosed conflict of interest), the firm reports a significant non‑U.S. client component and provides portfolio management for institutional clients in addition to individuals, and it offers educational seminars and speaking engagements (including occasional pro‑bono presentations).
To learn more about the advisors currently working at Flatiron Wealth Advisors, 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 |
|---|---|---|
Henrico, VA
| 17
|
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