A complete list of active advisors currently associated with Global Wealth Advisors LLC

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

Global Wealth Advisors provides fee-based asset management, financial planning, and retirement plan services to individual clients and also serves pension and profit-sharing plans, trusts, estates, corporations, and charitable organizations. Services include ongoing portfolio management, project or hourly financial planning with a written plan, and retirement plan advisory or implementation support in conjunction with outside plan providers. The firm implements globally diversified portfolios consistent with modern portfolio theory, primarily using mutual funds and exchange-traded funds and relying on fundamental security analysis. Asset management engagements are ongoing and may be discretionary when authorized, and financial planning engagements can be tailored as comprehensive or focused projects. Notably, the firm offers a complimentary client newsletter and accepts corporate and charitable organization clients—features the brochure emphasizes as part of its service mix and that are less common among independent peers. The firm’s advisory personnel are also licensed to sell life, health, and disability insurance and disclose that commissions may be earned from those insurance activities.

To learn more about the advisors currently working at Global Wealth 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.