A complete list of active advisors currently associated with High Knoll Wealth Advisors, LLC

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

High Knoll Wealth Advisors provides investment management, financial planning, and retirement plan consulting to individuals, families, businesses, foundations and plan sponsors. The firm offers discretionary portfolio management and standalone financial planning and may allocate client assets among mutual funds, ETFs, stocks, bonds, REITs, MLPs, structured notes and cryptocurrency. The firm builds long-term portfolios using asset-allocation principles informed by modern portfolio theory and third-party capital market assumptions, and selects securities using commercially available analytics, manager conversations and market research. High Knoll manages assets in-house and integrates held-away accounts (for example, employer-sponsored retirement plans) through the ByAllAccounts data-aggregation platform, providing discretionary oversight and implementation guidance while clients retain trade execution control. Noteworthy for a small adviser, High Knoll serves as an ERISA fiduciary for retirement plan consulting, conducts quarterly account reviews, and does not accept proxy-voting authority (custodians send proxy materials directly to clients). The firm also documents procedures for assisting clients with held-away account transactions and explicitly includes review and recommendation of less-common investments for its size, such as private real estate, structured notes, MLPs and cryptocurrency.

To learn more about the advisors currently working at High Knoll Wealth Advisors, 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.

You can also browse High Knoll Wealth Advisors, LLC's office locations.

Name	Location	Years of experience
Ryan Patterson	Nashville, TN	1
Jonathan Pliszka	Lexington, KY	8
Brian Wood Jr.	Lexington, KY	1

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For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

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