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

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

Formynder Wealth Management serves individual and high‑net‑worth clients, with a noted orientation toward military service members, veterans, and their families, offering comprehensive financial planning, project‑based engagements, and discretionary investment management. The firm operates on a fee‑only basis and provides both ongoing wealth management and one‑time planning services tailored to client needs. The firm’s investment approach emphasizes asset allocation and Modern Portfolio Theory, using fundamental and cyclical analysis alongside passive ETFs and long‑term holdings, while maintaining discretionary authority to execute the agreed plan. It can incorporate biblically conscious/ESG screens at a client’s request and constructs portfolios directly rather than outsourcing to sub‑advisors. A distinctive characteristic is its flat‑fee and hourly/project billing model rather than the more common percentage‑of‑AUM fee, a comparatively uncommon structure among independent advisory firms. The principal holds CFP® and MQFP® credentials and the firm produces an educational podcast, The Fiscal Foxhole, focused on military financial topics, signaling a specialized service orientation despite a small client base and modest assets under management.

To learn more about the advisors currently working at Formynder 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.