A complete list of active advisors currently associated with Haland Wealth Management
Warmer can help you find a great advisor at Haland Wealth Management or one who fits your needs even better.
Haland Wealth Management is a fee-only registered investment adviser that provides investment management, financial planning, and retirement-plan consulting to a mix of plan sponsors and individual clients. The firm’s retirement-plan services include developing investment policy statements, performing investment and fee reviews, providing participant education, and conducting vendor searches. The firm describes a portfolio-construction approach grounded in Modern Portfolio Theory and uses both passive and active strategies, including model portfolios from a third-party provider and the use of outside managers the firm selects. Haland Wealth Management typically acts on a discretionary basis, tailors allocations and client-imposed restrictions, and can incorporate socially responsible investing screens when requested. Distinctive features highlighted in the ADV include a formal role in selecting and monitoring outside advisers and an emphasis on pension and retirement-plan consulting—services that are less common among peers in this category. The brochure also notes the firm is newly registered and reported no assets under management as of year-end 2025, and it states that its compensation arrangements are not primarily percentage-of-assets-based and that recommended outside managers do not pay the firm for referrals.
To learn more about the advisors currently working at Haland 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 |
|---|---|---|
Chicago, IL
| 8
|
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