A complete list of active advisors currently associated with Furthermore Wealth
Warmer can help you find a great advisor at Furthermore Wealth or one who fits your needs even better.
Furthermore Wealth offers ongoing portfolio management to individual and high‑net‑worth clients, preparing a written Investment Policy Statement for each engagement and managing accounts across mutual funds, equities, ETFs (including precious‑metal ETFs) and fixed‑income securities such as Treasury inflation‑protected bonds. The firm was formed in 2026 and the brochure reports that it currently has no assets under management and no client accounts. The firm’s investment process combines fundamental analysis, modern portfolio theory and technical analysis, and it implements long‑term trading alongside options strategies, including covered and uncovered options and spread positions; client risk tolerances and time horizons are documented in the IPS. Furthermore Wealth typically seeks discretionary trading authority and limits its recommended investments to commonly used pooled and individual securities to build diversified portfolios. Distinctive features include its startup profile with two advisors who also act as registered representatives and investment‑adviser representatives at a broker‑dealer and affiliated adviser, a relationship the brochure notes as a potential conflict of interest. The firm requires clients to custody assets at Schwab Institutional, may receive institutional services and research (soft‑dollar benefits), and does not participate in wrap fee programs.
To learn more about the advisors currently working at Furthermore 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 |
|---|---|---|
Troy, MI
| 4
| |
Troy, MI
| 48
|
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