A complete list of active advisors currently associated with Highrocks Wealth, LLC

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

HighRocks Wealth is a fee-only, state-registered independent investment advisor that provides wealth management and financial planning to individuals, trusts, estates, charitable organizations, small businesses, and pension or profit‑sharing plans. The firm generally works with clients who have at least $500,000 of investable assets and, as of December 31, 2025, manages approximately $6,270,806 on a non‑discretionary basis for a small client roster. The firm’s investment approach is grounded in Modern Portfolio Theory and an Efficient Market philosophy, emphasizing diversified asset allocation, regular rebalancing, and use of mutual funds and ETFs, with sustainable investment options available for clients who request them. Engagements begin with an in‑depth interview, risk assessment and a written investment policy statement, and implementation is typically non‑discretionary while HighRocks may retain third‑party advisers for account administration and portfolio management. Compared with peers, HighRocks is notable for managing virtually all client assets on a non‑discretionary basis (the brochure reports $6.27M non‑discretionary and $0 discretionary), a structure that is uncommon among independent solo advisers. The firm also regularly offers educational workshops and seminars and accepts pension consulting engagements—service elements the firm discloses as relatively rare among similar independent advisors.

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