A complete list of active advisors currently associated with Front Street Wealth Management

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

Front Street Wealth Management is a fee-only registered investment adviser serving individuals, families and trusts with discretionary wealth management, administrative services and standalone financial planning. As of March 27, 2026 the firm reported managing roughly $92.1 million on a discretionary or non-discretionary basis for 54 clients and providing administrative services for an additional 14 client relationships. Portfolios are typically balanced and use diversified, low-cost index funds for the equity and fixed income segments, while the firm retains the ability to invest in individual equities and bonds under client-specific Investment Guidelines. Investment decisions are guided by value-oriented valuation criteria and independent research, and the firm may employ equity hedging strategies and discretionary trading authority to manage downside risk. The firm operates with a small client-facing staff—two people serve clients, including one full-time administrative employee—and the principal holds multiple professional credentials (CFA, CFP®, EA and an actuarial credential). Distinctive operational features include a default policy of leaving proxies unvoted unless clients request otherwise, occasional use of prime-broker executions when advantageous, and a formal business continuity and succession plan covering incapacity or loss of the principal.

To learn more about the advisors currently working at Front Street Wealth Management, 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.