A complete list of active advisors currently associated with Horst & Graben Wealth Management, LLC

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

Horst & Graben serves individuals (including high‑net‑worth clients), pension and profit‑sharing plans, trusts, estates, charitable organizations, and business entities. The firm offers discretionary and non‑discretionary portfolio management, standalone financial planning (including retirement and estate planning), and educational workshops for investors. The firm builds plans from client consultations, a client data sheet and a risk‑tolerance questionnaire, then tailors portfolios around tax considerations, stated objectives, and cash‑flow needs. Its investment approach emphasizes tactical asset allocation, diversification, active rebalancing, and a mix of long‑ and short‑term holdings, with accounts reviewed at least quarterly and written plans or rollover guidance provided where appropriate. What is distinctive is the scale of assets and client load managed by a compact team: the firm manages roughly $920 million with a small advisor group, yielding an unusually high number of clients and AUM per advisor compared with peers, which can influence how services are delivered. The firm also maintains arrangements to monitor certain legacy held‑away accounts and some advisory personnel are licensed to sell insurance, both of which are disclosed as potential conflicts and are addressed through the firm’s fiduciary and disclosure practices.

To learn more about the advisors currently working at Horst & Graben Wealth Management, 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.