A complete list of active advisors currently associated with Glenayr Family Advisors LLC

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

Glenayr Family Advisors works with individuals, couples, professionals, business owners, and multi‑generational families—including clients facing sudden wealth or major life transitions. The firm provides holistic financial life and transition planning, conducts educational seminars, and refers clients to third‑party money managers rather than providing direct portfolio management. The firm’s process emphasizes values‑ and goals‑based life planning (using the Kinder Method) and specialized transition planning tools from the Financial Transitionist Institute, gathering detailed financial and personal information through multiple meetings. Planning engagements are offered on fixed‑fee or hourly terms that are billed directly, and when ongoing asset management is appropriate Glenayr refers clients to vetted third‑party managers (AssetMark is named) and monitors those relationships. Noteworthy features for a firm of this size include a small client base supported by a team of two advisors and an emphasis on teaching and family meetings through public and private seminars. The brochure supplement discloses resolved disciplinary matters involving an associated person and the firm’s disclosure documents and IAPD are cited for full details, which prospective clients may wish to review.

To learn more about the advisors currently working at Glenayr Family Advisors 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.