A complete list of active advisors currently associated with Forward Wealth

Warmer can help you find a great advisor at Forward Wealth or one who fits your needs even better.

Forward Wealth is a state-registered investment adviser that intends to serve individual clients, including high-net-worth households, by providing ongoing investment management together with financial planning as a single, integrated engagement rather than as separate services. The firm is pre-launch and has not yet commenced managing client assets. Forward plans to manage discretionary portfolios using ETFs, mutual funds, individual equities, and individual bonds with an emphasis on tax-aware portfolio construction, including direct indexing and ongoing tax-loss harvesting where appropriate. Its research process draws on third‑party analytics and may use artificial intelligence tools as an input, with human review applied before investment decisions are implemented. Distinctive elements in the brochure include the firm’s explicit integration of comprehensive financial planning into every managed relationship and a minimum-fee billing design that can operate like a fixed fee for smaller accounts. Forward also discloses that it is fee-only, does not charge performance-based or wrap fees, and will not invest client assets in private placements, private equity, or other private funds.

To learn more about the advisors currently working at Forward Wealth, 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
Dillon Ferguson	Brooklyn, NY	3

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For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

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