A complete list of active advisors currently associated with Halcyon Wealth Management, LLC

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

Halcyon Wealth Management, LLC provides wealth management and portfolio management services, including comprehensive financial planning and tax preparation, to a small roster of individual clients as well as families, trusts, estates and retirement plans. Advisory relationships are tailored to client goals and may be managed on either a discretionary or non-discretionary basis, with periodic reviews at least quarterly. The firm emphasizes asset allocation, diversification and long-term holdings, and may implement client portfolios directly or through unaffiliated independent managers while performing ongoing oversight. Its disclosure materials explicitly address margin and borrowing-related risks and note that portfolios can involve strategies that include pledging securities or borrowing against accounts. What distinguishes the firm from many peers is that its principal also serves as president of a certified public accounting practice and the advisory relationship can include tax preparation services as part of wealth management. The practice operates as a solo adviser serving a relatively small number of clients while overseeing a multi‑million dollar asset base and delegating implementation to independent managers when appropriate.

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