A complete list of active advisors currently associated with Greeley Wealth Management
Warmer can help you find a great advisor at Greeley Wealth Management or one who fits your needs even better.
Greeley Wealth Management is a single‑advisor independent registered investment adviser that provides advisory and related financial services to a very small number of individual clients. The firm operates with a concentrated client roster (five clients) and maintains a single office while conducting business by appointment. The firm’s Form ADV indicates it does not provide portfolio management for individuals, so its work with clients focuses on advice and planning rather than discretionary asset management. Greeley also publishes educational materials and offers seminars or workshops and maintains a firm website (greeleywealthmanagement.com), combining one‑on‑one meetings with group education. Compared with peers, Greeley is uncommon among solo independent advisers in offering public educational programming while serving a tiny, appointment‑driven client base. It is also notable for not using percentage‑of‑AUM fees, suggesting the firm relies on alternative fee arrangements and educational outreach as core elements of its service model.
To learn more about the advisors currently working at Greeley Wealth Management, 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 |
|---|---|---|
Bend, OR
| 6
|
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