A complete list of active advisors currently associated with Fusion Family Wealth, LLC

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

Fusion Family Wealth, LLC provides investment advisory and retirement plan consulting services to individuals, high‑net‑worth clients, related trusts and estates, and pension and profit‑sharing plans. The firm offers both discretionary and non‑discretionary portfolio management and may provide stand‑alone financial planning or consulting when specifically requested. Fusion tailors asset allocations and written investment policy statements to client objectives, time horizon, and risk tolerance, typically using mutual funds, ETFs and unaffiliated independent managers while occasionally retaining legacy positions for tax or strategic reasons. It also offers account aggregation and reporting for excluded assets and discloses use of certain AI tools under an internal AI Policy to support analysis and monitoring. Compared with many team firms, Fusion’s scale is unusual: the brochure reports about $1.44 billion in client assets across a four‑advisor team, implying materially higher AUM per advisor than is typical for its peer group. The firm also discloses multiple external affiliations and platform relationships — including a minority‑owner relationship with Merchant Wealth Partners, engagement with LibertyFi/WAGN, use of Opto for private fund due diligence, a relationship with Piton for fixed‑income allocations, and custodial arrangements with Fidelity and Pershing — which provide operational support and introduce the potential conflicts and third‑party relationships described in its brochure.

To learn more about the advisors currently working at Fusion Family Wealth, 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.