A complete list of active advisors currently associated with Highland Wealth Management

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

Highland Wealth Management generally provides fee-only, project-based and hourly financial planning, with options for limited ongoing monthly monitoring. The firm does not act as custodian or exercise discretionary trading authority; clients maintain control of assets and receive written recommendations (often an Investment Policy Statement) to implement through a recommended custodian. Portfolios are constructed with strategic asset allocation using passively managed index mutual funds, ETFs and asset-class mutual funds, with an emphasis on diversification, cost minimization, monitoring, and rebalancing. The firm does not make a practice of recommending individual stocks and typically provides periodic reviews only when clients experience major life events. Several aspects of Highland’s practice are atypical for an investment-manager category firm: it relies on hourly and project fees rather than percentage-of-assets-under-management, does not accept commissions or performance-based fees, and has no custody or limited power of attorney over client accounts. The firm is sole-owned and the advisor maintains separate full‑time employment, and it maintains a verbal business-continuity arrangement with another adviser to support operations if the sole advisor is unavailable.

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