A complete list of active advisors currently associated with Hermitage Wealth

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

Hermitage Wealth provides financial planning, discretionary and non‑discretionary investment management, and retirement plan consulting to corporations, plan sponsors and other institutional clients as well as to individual investors. The firm reports $37,535,475 in assets under management across 197 client relationships and five advisors, with $29,941,283 managed on a non‑discretionary basis as of December 31, 2025. The firm frequently allocates client assets to third‑party money managers and program solutions (including an SEI mutual fund asset allocation program) and may serve as a co‑advisor, promoter, or monitor of those TPMMs. Hermitage tailors strategies to client objectives, monitors manager performance and regulatory history, and offers both discretionary authority and non‑discretionary implementations while incorporating cash and cash equivalents into allocations when appropriate. Compared with many team‑model peers, Hermitage’s brochure highlights a heavier emphasis on non‑discretionary and retirement‑plan consulting work rather than a concentration of high‑net‑worth or retail individual accounts. Its advisors also have broker‑dealer and insurance affiliations and the firm discloses referral, revenue‑sharing and platform incentive arrangements (for example with Osaic, TPMMs, and custodial platforms such as NFS), and the potential for commission‑based product sales and ongoing 12b‑1 compensation, which the firm identifies and monitors as conflicts of interest.

To learn more about the advisors currently working at Hermitage 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.