A complete list of active advisors currently associated with IAM Advisory LLC

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IAM Advisory LLC provides wealth management, discretionary investment management, financial planning, and retirement-plan advisory services to individuals, high‑net‑worth clients, trusts, estates, businesses, and retirement plans. As of December 31, 2025 the firm reported approximately $699.4 million in discretionary assets under management across a client base of more than 1,500 households. The firm employs a strategic asset allocation framework with a tactical overlay, using returns‑based statistical analysis, qualitative manager due diligence and technical indicators to build portfolios comprised of ETFs, mutual funds and individual securities; it generally favors long‑term holdings but will trade tactically or to rebalance (the firm cites a roughly 25% variance trigger for rebalancing). IAM also provides written financial planning and consulting on issues such as retirement, tax, estate, insurance and cash‑flow matters as part of its wealth management engagements. Distinctive features include a relatively high client‑to‑advisor ratio for a team of its size and the firm’s use of client testimonials in its marketing, both of which are uncommon among peer advisory teams. IAM also maintains an institutional platform relationship with Fidelity that provides software and operational support and notes that certain advisory personnel are licensed insurance professionals, which can create separate commission relationships outside the advisory fee arrangements.

To learn more about the advisors currently working at IAM Advisory 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.