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.