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

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

IBEX Wealth Advisors, LLC provides discretionary investment management, financial planning, and retirement plan consulting to individuals, high‑net‑worth clients, trusts, estates, pension and profit‑sharing plans, and charitable organizations. The firm also offers stand‑alone financial planning and may recommend implementation services through its representatives who are registered with LPL Financial or licensed insurance agents. The firm’s investment process combines fundamental, technical and cyclical analysis and employs both long‑ and short‑term strategies along with options and other derivatives, including covered‑call writing and structured notes, inverse/enhanced ETFs, and allocations to interval funds. IBEX manages client portfolios on a discretionary basis across defined asset‑allocation programs and discloses that it may recommend securities‑based loans or margin facilities for planning and cash‑flow needs while outlining associated risks. The brochure discloses solicitation arrangements and referral fees and describes marketing and support services received from LPL, and notes that certain clients participate in a wrap fee program offered by LPL, practices that are less common among comparable team firms. It also highlights the firm’s broader use of derivatives and structured products, formal personal‑trading policies, and written fiduciary disclosures as distinguishing operational features.

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

You can also browse IBEX Wealth Advisors, LLC's office locations.