A complete list of active advisors currently associated with Herrington Wealth Management Corporation

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

The firm provides discretionary asset management, financial planning, and employer retirement plan consulting to individuals (including high‑net‑worth clients), pension and profit‑sharing plans, estates, charitable organizations, and corporate entities. Services include ongoing custodial account supervision, recommendations of third‑party money managers, and complementary financial planning when clients engage asset management. The investment approach combines fundamental analysis and modern portfolio theory with a long‑term strategy, deploying diversified allocations across stocks, bonds, mutual funds, ETFs, REITs, annuities and alternative investments. Accounts are generally managed on a discretionary basis with at least annual reviews, and the firm may select or recommend third‑party money managers and construct plan investment lineups consistent with an Investment Policy Statement. The firm operates as a small, owner‑controlled advisory with centralized compliance and account review responsibilities concentrated in the principal officer rather than a larger team, which can result in more direct oversight of client relationships. It manages roughly $41 million for about 36 clients, requires a $1 million household minimum, and discloses a formal fee‑sharing arrangement with a third‑party money manager (SEI) while leaving proxy voting responsibility to clients, distinguishing it from larger multi‑advisor practices.

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