A complete list of active advisors currently associated with Founders Grove Wealth Partners, LLC

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

Founders Grove Wealth Partners provides wealth management, financial planning, and discretionary investment management to individuals, high-net-worth clients, trusts, retirement plans, and business entities. The firm constructs individualized portfolios using individual stocks, bonds, ETFs, mutual funds and options, and can engage third-party money managers and fee-based insurance providers as part of client solutions. FGWP combines continuous portfolio monitoring with a mix of analytical approaches — including fundamental and technical analysis, Modern Portfolio Theory, and both passive and active asset-allocation strategies — to align portfolios with client objectives and risk tolerances. The firm frequently implements strategies through Dynasty’s TAMP and selected third-party managers and generally exercises discretionary authority to manage and rebalance accounts. The firm is unusual among peers in managing roughly $532 million with a very small advisory team, yielding AUM per advisor above $200 million and a relatively small client base, and it generally requires a $2.5 million account minimum (exceptions may be made). FGWP is a recent SEC registrant and discloses a contractual revenue-sale and operational relationship with Dynasty affiliates that provided upfront funding and ongoing platform services, an arrangement the brochure identifies as creating a disclosed incentive to use Dynasty’s services.

To learn more about the advisors currently working at Founders Grove Wealth Partners, 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.