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.

The firm provides investment management and financial planning services to individual and high-net-worth clients through ongoing wealth management, comprehensive planning, and project-based engagements. As a small, fee-only independent advisory practice led by a single adviser, it works directly with clients on retirement planning, investment analysis, business planning, risk management, and related financial topics. Unlike many peers, the firm does not charge percentage-of-assets (AUM) fees and instead uses a flat-fee pricing model for its ongoing and project-based services, with billing in arrears and options for direct billing or custodian fee deduction. Its investment approach centers on asset allocation and long-term, largely passive strategies (with the ability to hold long- or short-term positions as appropriate) and can incorporate biblically conscious investment screens when clients request values-based portfolios. Distinctive features include bundled tax coordination for ongoing clients and an arrangement whereby the firm will direct clients without a tax professional to an unaffiliated tax-preparation firm and pay for that service as part of the advisory fee, a practice the brochure discloses as a potential conflict of interest. The principal’s military background and an associated educational podcast aimed at service members, veterans, and their families are additional atypical elements that may shape the firm’s client focus and expertise.

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.