A complete list of active advisors currently associated with Grad Wealth Management PLLC

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

Grad Wealth Management provides comprehensive financial planning, single‑topic consulting, and retirement plan consulting to individuals, high‑net‑worth clients, pension and profit‑sharing plans, and business entities. The firm also recommends and monitors third‑party investment advisers and implements co‑advisory arrangements for portfolio management. The firm’s approach is to match each client’s objectives and risk profile to third‑party model portfolios and then monitor those managers on an ongoing basis, with at least annual reviews and portfolio rebalancing as needed. It delivers written financial plans and hourly consulting engagements and may act as a 3(21) advisor for retirement plans while not serving as a 3(38) discretionary plan manager. What is distinctive about the firm is its affiliation with an accounting practice owned by the firm’s principal; the brochure discloses that tax and accounting services may be recommended and that this presents a conflict of interest the firm seeks to mitigate through policies and client disclosures. The firm is a recently established, small practice that manages roughly $1.6 million for a very small client base and receives a portion of third‑party managers’ fees under co‑advisory arrangements, which together set its business model apart from many peers.

To learn more about the advisors currently working at Grad Wealth Management PLLC, 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.