A complete list of active advisors currently associated with High Plains Investment Advisors, Inc.

Warmer can help you find a great advisor at High Plains Investment Advisors, Inc. or one who fits your needs even better.

High Plains Investment Advisors provides investment management and financial planning to individuals (including high‑net‑worth clients), businesses, trusts, foundations, and charitable institutions, and also offers participant education and advisory services for defined contribution retirement plans. The firm structures client relationships with written investment policy statements and periodic reviews tailored to each client’s objectives and risk profile. The firm’s investment approach is long‑term and grounded in Modern Portfolio Theory, emphasizing strategic asset allocation implemented primarily with institutional and index mutual funds and ETFs. Portfolios are monitored and rebalanced as needed, and the firm uses a third‑party platform to review and manage held‑away retirement plan participant accounts without taking custody. A distinctive feature is the firm’s affiliation with a local public accounting practice through one of its principals, who provides CPA services to some advisory clients and spends a material portion of time on those accounting activities, a relationship disclosed in the brochure. The firm also conducts participant education and occasional seminars or workshops for plan participants, an offering that is less common among similarly sized advisory firms.

To learn more about the advisors currently working at High Plains Investment Advisors, Inc., 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.