A complete list of active advisors currently associated with Healthy Wealth

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

Healthy Wealth serves individual and high‑net‑worth clients, providing investment management alongside both ongoing and project‑based financial planning. The firm also offers independent bookkeeping and accounts‑payable services as a separate, non‑advisory business and does not provide those services to its financial planning or investment advisory clients to reduce conflicts of interest. The firm implements discretionary, asset‑allocation driven portfolios built largely with mutual funds and ETFs and emphasizes passive investment management alongside retirement, tax, and college‑savings planning. It works through institutional custodians (including Schwab and Altruist) and manages certain 529 assets held away on the Utah My529 platform via a limited power of attorney and the plan’s advisor portal. What is distinctive is the billing model: Healthy Wealth is fee‑only but does not charge percentage‑of‑assets fees, instead using recurring fixed planning arrangements and hourly/project engagements rather than the more common AUM percentage. The adviser also holds the MQFP® credential focused on military and veteran families, limits bookkeeping work to non‑advisory clients to mitigate conflicts, and manages roughly $8.26 million for a small client base.

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