A complete list of active advisors currently associated with Health & Wealth Works LLC

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

Health & Wealth Works LLC serves individuals, small businesses and retirement plans with customized financial planning, investment consultation, and portfolio oversight. Its planning services cover cash flow and budgeting, retirement and education funding, risk management, estate planning, tax strategies, and divorce consultation, and the firm also offers periodic educational workshops on personal finance topics. The firm’s investment work combines fundamental and technical analysis with elements of modern portfolio theory and passive investing, recommending mutual funds, ETFs, individual equities, REITs and MLPs as appropriate. Portfolios are managed on a non‑discretionary basis, and the firm may refer clients to third‑party investment managers for discretionary implementation and ongoing management. Noteworthy features include that the firm manages approximately $1.4 million primarily on a non‑discretionary basis, a model that is less common among independent peers, and it provides complimentary educational workshop sessions in addition to one‑on‑one planning and retirement plan consulting. The firm’s principal is also a licensed insurance agent and may receive commissions on insurance or annuity recommendations, a compensation relationship the firm discloses as a potential conflict of interest.

To learn more about the advisors currently working at Health & Wealth Works 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.

Name	Location	Years of experience
Theodore Doll	Henrico, VA	6

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